Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Before joining Merrill Lynch Wealth Management, Deborah Van Zijl had a lengthy career in banking in New York City and was more recently a partner of a private consulting firm. Highlights of Deborah’s career include working as an insurance banker as a Vice President at Societe Generale and Chase. She also worked as an insurance analyst at Standard & Poor’s Corporation and began her career in financial services at The Bank of New York. Deborah earned an MBA from Wake Forest University School of Business and a BA in English from the University of North Carolina at Chapel Hill.
As a trusted advisor, she will design a comprehensive and dynamic wealth management plan for you and your family. We focus on your goals for now and the future. Merrill Lynch Wealth Management offers a broad array of investment products, financial strategies, and other services coupled with access to Bank of America's superb and diverse banking services. With the key resources of the Merrill advantage, she will assist you through all phases of your life, helping you achieve your life goals. We offer long term plans for diverse intergenerational families, true relationship banking.
She currently lives in Southampton with her husband Rick and has two children. Deborah is very involved in her community, having volunteered at The New York Junior League, historical societies, The Southampton Yacht Club, and served on the Board of the Peconic Gardiners Junior Sailing Association. Her interests are tennis, sailing, gardening, and history, and she also speaks German.
English & German
Wake Forest University, MBA
University of North Carolina at Chapel Hill, BA
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Senior Wealth Management Lending Officer NMLS # 429633
We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial strategy, our goal is to help you stay on track to achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
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It’s easy to seamlessly integrate your Merrill Wealth Management and Bank of America banking accounts online and through our mobile apps with a single click
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Your advisor is a click away through our Secure Inbox and texting application
Access to your complete financial life is available with Spending & Budgeting, integrating your Merrill and Bank of America activity into a powerful tool to track your expenses and income
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.
We put you first, every day.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, we will build a strategy that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.