About

Zachary Norman is a dedicated Financial Advisor with Merrill Lynch Wealth Management, focused on helping high‑net‑worth individuals and families pursue their long‑term financial goals through thoughtful, personalized planning. With a strong foundation in investment management and a client‑centered approach, Zachary works closely with clients to uncover what truly matters to them and build tailored strategies that balance growth, risk management, and cost efficiency.

He emphasizes comprehensive planning that goes beyond numbers to include understanding each client’s life goals and unique journey. Zachary believes that trust, integrity, and long‑term relationships are the cornerstone of successful wealth management, and he is committed to guiding clients through complex financial decisions with confidence and clarity.

A graduate with a degree in Investment Management from The University of Texas at Austin, Zachary brings both technical expertise and a personal touch to his practice. He is licensed to serve clients in multiple states, including Texas, and leverages the full capabilities of Merrill and Bank of America to deliver strategic insights and comprehensive financial solutions.