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Zhilu Z
Series 66
Fayetteville, AR
Merrill
Zhilu Zhang is a financial advisor with Merrill, holding a Series 66 credential and three years of industry experience. Prior to joining Merrill and Bank of America in 2026, Zhang worked at BNY Mellon Securities Corporation and Newton from 2022 to 2026, as well as at NEPC, LLC from 2020 to 2022. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations.
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