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Benjamin Nathaniel Zavala

Advisor at Merrill — Mesa, AZ S Power Rd

Updated today

Credentials

Series 66

Experience

4 years

Location

Mesa, AZ 85206

Merrill logo

Merrill

Institution

Total advisors

25,610

Across 3,249 offices

Clients per advisor

70 Very Low

Avg AUM per client

$860,085 Very High

HNW client ratio

29% High

About

Benjamin Zavala is a financial advisor at Merrill with four years of industry experience. He holds the Series 66 designation and has been with Merrill and Bank of America since 2017. Prior to his current role, he had brief employment outside the financial sector. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering various model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Client services

Based on Merrill

Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d

Expertise

Based on Merrill

Tax-loss harvesting Active portfolio management Wealth management

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Commissions

SEC-reported: Commissions on certain transactions, including foreign securities and fixed income; mark-ups, markdowns and dealer spreads may apply to some trades.

Location

See office

Mesa, AZ S Power Rd

1210 S Power Rd

Mesa AZ 85206

Advisors at this office

1

Most active in

California · Texas

Work history

4 years of industry experience

Merrill

2021 - Present • 5 years

Mesa, CA

BANK of AMERICA, N.A.

2021 - Present • 5 years

Mesa, CA

BANK OF AMERICA

2017 - 2021 • 4 years

Mesa, AZ

UNEMPLOYED

2017 - 2017 • 1 year

Mesa, AZ

JCP

2016 - 2017 • 1 year

Tucson, AZ

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Ekenna A

CFP®, AAMS®, AIF®, Series 66, Series 63

Scottsdale, AZ

Pacific Canyon Investments

Hi, I’m Ekenna Anya-Gafu, CFP, AAMS, AIF and the founder of Pacific Canyon Investments. I started this firm because growing up, I saw too many people make the wrong financial decisions, not because they didn’t care, but because no one ever showed them how. I decided to change that. After years in the industry helping build a firm from $200K to over $483M in assets, I launched PCI to bring honest, strategic, and empowering financial guidance to people from all walks of life. Whether you’re managing an IPO, a new or experienced healthcare worker, or want a better plan, I’m here to help.

Concentrated stock management General retirement planning Retirement plans for business owners (SEP, solo 401k) Equity compensation tax strategy Inherited wealth Doctor or Medical Professional Technology Professional Founder/Business Owner Self-Employed African Americans/Black Minorities HENRY (High Earners, Not Rich Yet) Established Professionals Behavioral coaching / decision support
user avatar

Andrew R

Series 65

Scottsdale, AZ

Bayntree Wealth Advisors, LLC

Andrew Rafal is a financial advisor at Bayntree Wealth Advisors, LLC with 15 years of industry experience. He holds a Series 65 designation and has previously worked at Strategy Financial Services and Redwood Investment Management, LLC. Rafal is also involved as a member or manager in several holding companies. Bayntree Wealth Advisors serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations by providing discretionary and non-discretionary investment management, retirement plan consulting, and comprehensive financial planning. The firm emphasizes long-term total return while limiting downside risk and employs a selective approach to third-party manager delegation.

Income planning Annuities Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting Founder/Business Owner Retired
user avatar

Don L

CFP®, Series 63, Series 66, Series 65

Mesa, AZ

Larson Wealth Management, LLC

Don Larson is a CFP® professional with 20 years of experience in financial advising. He founded Larson Wealth Management, LLC in 2011 after seven years at Steele Larson Advisors, LLLP. Outside of his advisory work, he owns and manages Larson Business & Tax Solutions, a bookkeeping and tax preparation service, and serves as secretary and treasurer for AEM International (US) Ltd. Larson Wealth Management provides investment supervisory and consulting services to individual and institutional clients, including high-net-worth individuals, family offices, and employee benefit plans. The firm employs customized strategic asset allocations across various asset classes, combining fundamental and technical analysis with portfolio reviews at least quarterly.

Business succession planning Cash flow / budgeting Debt management Life insurance needs analysis Founder/Business Owner Retired Executive
user avatar

Scott C

CFP®, Series 63, Series 66

Scottsdale, AZ

Echelon Private Wealth LLC

Scott Cadieux is a CFP® with 27 years of experience in the financial services industry. He has worked at Fidelity Brokerage Services, Strategic Advisers LLC, and Fidelity Personal and Workplace Advisors before founding Echelon Private Wealth LLC, where he has been since 2020. Outside of his advisory work, he owns and operates a vending machine business and works as an independent insurance agent. Echelon Private Wealth provides discretionary portfolio management, asset allocation advice, and goal-based financial planning to individual and high-net-worth clients. The firm uses a combination of fundamental, technical, and cyclical analysis alongside modern portfolio theory, offering customized investment strategies including options programs managed on a discretionary basis.

Options & derivatives strategies Tax-loss harvesting Wealth management Retirement withdrawal strategies Military & Veterans Government Employee Values-based investing
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Nicholas L

CFP®, Series 65

Gilbert, AZ

Kingdom Wealth Advisers

Nicholas Lombardozzi is a CFP® professional with six years of industry experience, currently serving as the sole advisor at Kingdom Wealth Advisers in Gilbert, AZ. His prior experience includes roles at Creative Planning, Keystone Wealth Partners, Edelman Financial Engines, Edelman Financial Services, and Barrows Sollenberger Group. Kingdom Wealth Advisers provides portfolio management and planning services primarily for individual and high-net-worth clients, as well as retirement plan accounts. The firm employs a Modern Portfolio Theory-based approach favoring passive, long-term strategies and offers fiduciary advice to retirement and IRA accounts with documented client risk tolerance and investment policies.

Passive / index investing Real estate investing Annuities
user avatar

Tanner E

Series 65

Queen Creek, AZ

Stride Wealth LLC

Tanner Erickson is a financial advisor at Stride Wealth LLC in Queen Creek, AZ, holding a Series 65 designation. He has one year of experience with Stride Wealth and additional background in consulting and other roles at West Monroe Partners, University of Utah, and several other organizations. Erickson divides his professional time between his advisory role and external employment, as well as maintaining other business ventures. Stride Wealth LLC provides portfolio management and comprehensive financial planning services to individuals, families, trusts, small businesses, and institutional clients. The firm employs a blend of fundamental, quantitative, and qualitative analysis and offers both discretionary and non-discretionary services, integrating custodial reporting and conducting quarterly account reviews.

General retirement planning Income planning Real estate investing Passive / index investing Founder/Business Owner Retired
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