Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
1100 EAST 6600 SOUTH
SALT LAKE CITY, UT 84121
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Rich Zito joined Merrill Lynch Wealth Management in 2003. He serves a select group of families and individuals in Utah, California, New York, Oregon, Washington, New Mexico, and several other states.
Typically, Rich's clients have managed to accumulate significant wealth throughout their lives and he helps them clarify and prioritize what matters most to them financially. With Rich's assistance, clients come to understand the trade-offs they may have to make in order to achieve their goals. Working closely with each client, Rich designs and executes a wealth management strategy that is tailored specifically to their unique situation, often engaging other trusted advisors such tax accountants and estate attorneys.
Prior to joining Merrill, Rich spent seven years directing sales and marketing for a successful technology start-up that was eventually acquired by Platinum Equity and is now known as Data2Logistics. He also worked in management consulting with Deloitte & Touche and real estate acquisition with PepsiCo.
Rich earned a M.B.A. from The Wharton School at the University of Pennsylvania in 1990 and a B.S. in Economics, with honors, from the University of Utah in 1984. He holds the Chartered Retirement Planning CounselorSM (CRPC®) and the Retirement Accredited Financial Advisor (RAFA) designations. He also holds the Series 7, 31, 66 FINRA Registrations and applicable Life Insurance licenses.
Rich is married and has two teenage kids. He enjoys listening to live music and especially likes discovering talented, local bands wherever he may be. He is passionate about the outdoors and has traveled across five continents whitewater rafting, mountain climbing, SCUBA diving, and skiing.
Rich previously served on the Albion Middle School Community Council, coaches youth soccer and is a proud supporter of The American Red Cross Blood Services, Heifer International, Save Our Canyons, The Adoption Exchange, and United Way.
*Chartered Retirement Planning CounselorSM and CRPC® are registered service marks of the College for Financial Planning.
Cottonwood High School
University of Utah
Wharton School University of Pennsylvania
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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.
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