Zenichiro Isoda
Advisor at Merrill — Schaumburg, IL N Martingale 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 66
Experience Industry experience
27 years
Location
Schaumburg, IL 60173
Merrill
Institution
Zenichiro Isoda is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in retirement planning strategies, working closely with clients to establish long-term financial goals and advising on wealth accumulation, preservation, and transfers. His approach includes portfolio development, liability management, tax minimization, and asset preservation, with a particular focus on ensuring a lifetime retirement income stream. Zenichiro also provides strategies for cash management, credit, and lending through Bank of America, N.A. He conducts regular reviews with clients to track progress and adjust strategies as life circumstances change.
Zenichiro began his career in the financial services industry in 1985. He holds a Bachelor's Degree from Nihon University, a Master's Degree from the University of Chicago Booth School of Business, and a Master's Degree from Southern Illinois University. He joined Merrill in 1999 and holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is also a member of professional organizations such as the Chicago Japanese Club (CJC) and the Japanese Chamber of Commerce and Industry of Chicago (JCCC).
He follows the Merrill tradition of community involvement and dedicates time to volunteering with local organizations. Zenichiro's personal interests include baseball, cooking, football, gardening, golfing, music, spending time with family, tennis, traveling, and watching movies.
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.
Schaumburg, IL N Martingale Rd
10 N Martingale Rd
Schaumburg IL 60173
Advisors at this office
34
Illinois · Texas
27 years of industry experience
Bank Of America, N.a.
2009 - Present • 17 years
Schaumburg, IL
Merrill
1999 - Present • 27 years
Schaumburg, IL
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