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Zach Klippel is a Senior Vice President and Financial Advisor with Merrill in Beverly Hills, California. Zach provides one-on-one guidance, detailed strategy, and reliable service to high-net-worth individuals and families, helping them deploy their wealth more efficiently. He has significant depth catering to the needs of professionals—particularly attorneys—helping them streamline the intersection of their personal and professional finances.
Zach strives to provide clients with a precious commodity: more time. By overseeing the day-to-day management of their wealth, he looks to support clients in regaining time for their families, careers, or other passions. A veteran Financial Advisor, he is well versed in multiple aspects of wealth management, from portfolio design and retirement strategy to cash-flow analysis, trust and estate planning services, and higher-education savings. Zach also provides clients with access to banking services and residential lending through Bank of America.
Having advised a number of attorneys, Zach offers a refined understanding of their professional lifecycle—from Associate to Partner at Law Firms—and looks to connect clients to the ideas and best practices that can have a meaningful impact on their long-term success. He also offers tailored advice to other wealth builders, including executives, business owners, and entrepreneurs, helping them weigh the opportunities at their disposal and pursue informed decisions. A strong relationship builder, Zach is honored that referrals constitute the primary source of his new relationships.
Zach has worked in wealth management and banking since 1999. Prior to joining Merrill, he was a Private Banker and Senior Vice President with Citi Private Bank's Law Firm Group in Beverly Hills. He earned his International Business Diploma from Langara College in Vancouver, British Columbia, Canada.
Originally from L.A., Zach spent some of his formative years in the U.K., France, and Canada. Proud to be back in his home city, he has served as a volunteer, board member, and treasurer for Strikers F.C., a youth travel soccer club. He has also served as a referee for AYSO, the American Youth Soccer Organization.
Zach and his wife live in the Westchester neighborhood of L.A. with their two children and their rescue dog. In his free time, Zach enjoys biking, traveling, sailing, and reading. He has a penchant for vintage Italian scooters and enjoys spending time outside, appreciating the beauties of the natural world.
*NMLS#541484
Langara College
West Vancouver High School
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
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The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #459929
Wealth Management Banking Specialist
Merrill
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #633121
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Transcript of Video
No question too big or moment too small
For every question you have, every decision you make and every answer you need, we are with you to listen and help guide you along the many paths your life can take. Watch this video to see some questions we can address together.
The Power of the Right Advisor®
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