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Matthew Z
Series 66, Series 65
Parma, OH
Merrill
Matthew Zamorek is a financial advisor at Merrill with Series 65 and Series 66 credentials and one year of industry experience. His prior roles include positions at FedEx Ground, Empower Retirement, and Progressive. He has also been involved with Downtown McCarthys outside of his advisory work. Merrill offers managed account services through the Select Portfolio Solutions program, serving a broad client base including individuals, high-net-worth clients, and institutional fiduciaries. The firm integrates model-based and discretionary investment strategies within Bank of America’s broader platform.
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