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Harry Zwick
Harry Zwick
Private Client Advisor | Merrill Lynch
New York, New York, United States
Harry Zwick
Summary
Harry Zwick is a seasoned financial advisor with a strong focus on optimizing personal finances for high-income earners in New York City and State. With over a decade of experience in wealth management, he has developed a keen understanding of the complexities associated with tax obligations and investment strategies. Harry currently serves as a Senior Vice President and Senior Financial Advisor at Merrill Lynch, where he leads a team dedicated to providing exceptional financial services. His approach combines luxury service with expert financial planning, ensuring clients can focus on their careers and families. Previously, he worked at J.P. Morgan as a Private Client Advisor, further honing his skills in client management and investment strategies. Harry holds a Bachelor's Degree from Skidmore College, where he laid the groundwork for his successful career in finance. He is passionate about helping clients navigate the intricacies of wealth management and retirement planning, making him a trusted partner in their financial journeys.
Harry Zwick
Work Experience
Private Client Advisor at
J.P. Morgan
November 2011 - June 2022
Senior Financial Advisor, Senior Vice President at
Merrill Lynch
June 2022 - Present
Harry Zwick
Education
Skidmore College, Bachelor's Degree
January 2006 - January 2010
Frequently Asked Questions about Harry Zwick
What is Harry Zwick email address?
Harry Zwick's primary email address is ***********@ml.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Harry Zwick work for?
Harry Zwick is a Private Client Advisor at Merrill Lynch.
Where Harry Zwick graduated from?
Harry Zwick holds a degree in null from Skidmore College.
How can I directly contact Harry Zwick?
To contact Harry Zwick directly, you can use the email address ***********@ml.com. Complete contact information is available upon registration with Muraena.
Who is Harry Zwick?
Harry Zwick is a seasoned financial advisor with a strong focus on optimizing personal finances for high-income earners in New York City and State. With over a decade of experience in wealth management, he has developed a keen understanding of the complexities associated with tax obligations and investment strategies. Harry currently serves as a Senior Vice President and Senior Financial Advisor at Merrill Lynch, where he leads a team dedicated to providing exceptional financial services. His approach combines luxury service with expert financial planning, ensuring clients can focus on their careers and families. Previously, he worked at J.P. Morgan as a Private Client Advisor, further honing his skills in client management and investment strategies. Harry holds a Bachelor's Degree from Skidmore College, where he laid the groundwork for his successful career in finance. He is passionate about helping clients navigate the intricacies of wealth management and retirement planning, making him a trusted partner in their financial journeys.
Harry`s contact details
***********@ml.com
Colleagues
Vice President
Director of Software Support Services
Wealth Management Advisor, Senior Vice President
Senior Financial Advisor, Vice President
Wealth Management Advisor, Senior Vice President
Wealth Management Advisor, Vice President
Wealth Management Advisor, Senior Vice President
VP
Management Trainee/Acting as Branch Manager
Insurance Agent