Zelen Womack Group
Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, I can help create a strategy as flexible as today's changing market conditions, and I can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. I will work to help you pursue your goals through personalized wealth management strategies.
With increasingly complex financial situations and longer life expectancies, one of the most important decisions you can make is to seek the guidance of an experienced financial advisory team. For this important relationship, you need the help of trained professionals who see your total life goals, can help establish the right financial blueprint, provide strategies focused on your needs and help you stay on track for what's next.
With 50+ years of combined financial services experience, the value we deliver goes beyond your investments. We are committed to providing extraordinary service and to taking the time to understand your complete financial picture, as well as your life and investment goals.
We are gratified that many of our family relationships span four or five generations. We have seen them through an array of market conditions and worked with them through the evolving demands of family, business and philanthropy. We take the time to educate you so you can make informed, well-thought-out decisions about your future.
To help families preserve their assets and pass them on to the people and causes they care about, we collaborate with Bank of America Private Bank trust and estate planning specialists, as well as your tax, legal and other advisors, to facilitate wealth transfer strategies that seek to minimize taxes, and may incorporate such elements as insurance, trusts, gifting and family partnerships.
We are also well versed in addressing the needs of corporate benefit plans. Our experience extends to helping senior executives plan for their retirement and handle the risk inherent in complex compensation packages, including company stock options, restricted stock and nonqualified deferred compensation.
Our client care model was built with one idea in mind—to serve clients across the country with the kind of personal attention they expect and deserve and that we believe is second to none in our business.
CFP®,CPFA™,CPWA®,CRPC™
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
