Susan Zick
Advisor at Merrill — Lisle, IL Warrenville Rd
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 65
Experience Industry experience
31 years
Location
Lisle, IL 60532
Merrill
Institution
Susan Zick is a Senior Financial Advisor with Merrill Lynch Wealth Management. She specializes in delivering a comprehensive approach to wealth management that begins with understanding a client’s financial situation, family, and priorities. Susan collaborates with clients to create personalized strategies designed to be flexible and responsive to changing needs and market conditions. She also provides access to Merrill’s investment insights and the banking and lending solutions of Bank of America.
Her areas of focus include college education planning, divorce transition planning, legacy planning, LGBT wealth planning, management of new wealth, personal retirement planning, portfolio management services, socially responsible and values-based investing, women and wealth, and retirement income. Susan holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. She earned her high school diploma from Benet Academy.
Outside of her professional work, Susan has interests in boating, golfing, photography, reading, and scrapbooking. Her approach centers on understanding clients’ life priorities to develop financial plans aligned with their goals and aspirations.
Based on Merrill
SEC-reported: Commissions on certain transactions, including foreign securities and fixed income; mark-ups, markdowns and dealer spreads may apply to some trades.
Lisle, IL Warrenville Rd
3333 Warrenville Rd
Lisle IL 60532
Advisors at this office
36
Illinois · Texas · Wisconsin
31 years of industry experience
Bank of America, N.A.
2011 - Present • 15 years
Lisle, IL
Merrill
1986 - Present • 40 years
Naperville, IL
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Accountant / CPA / tax prep
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