Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Zhongqi L
Series 66
Suwanee, GA
Merrill
Zhongqi Luo is a Financial Advisor with Merrill Lynch Wealth Management based in Orlando, Florida. He specializes in family wealth management strategies, personal retirement planning, portfolio management services, individual and corporate investment strategy, and retirement income. Zhongqi takes the time to understand clients’ unique financial goals to develop tailored short-, mid-, and long-term plans. With expertise in financial planning and investment management, Zhongqi supports clients through retirement planning, investment management, tax optimization, education savings, and asset preservation. As a native Mandarin speaker, he is well-positioned to serve clients from diverse cultural backgrounds, particularly Chinese families, offering clear and culturally informed financial advice. Zhongqi holds professional designations as a Chartered Financial Analyst (CFA) and Personal Investment Advisor (PIA). Outside of his professional work, Zhongqi enjoys playing pickleball, skiing, and tennis. He is actively involved in the Orlando pickleball community, reflecting his engagement in local activities.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)
Finding advisors...
Find a financial advisor
Based on your filters