Marc Zaro

Marc represents International and domestic clients in private and public equity markets. Marc joined Merrill Lynch Pierce Fenner Smith, Inc., in November 2017, as an Investment Advisor Representative. Prior to joining Merrill, Marc was a Registered Representative of AXA Advisors in Manhattan, New York. Marc’s primary focus is to implement and oversee 144 Restricted Stock and the Financial Wellness Program for our group retirement plan clients. The purpose of this comprehensive program is to identify plan participant’s financial objectives, prioritize those objectives and develop streamlined action points that can be readily implemented. The program encourages the ongoing engagement between advisor and participants throughout their working career, the transition to retirement and through retirement. Marc will also be a valuable addition to help deliver the trustworthy expertise and client-centric focus to our private wealth clients through portfolio recommendations, Private Equity Alternative strategies and ongoing due diligence. Marc’s mission is about being with clients throughout their journey; by helping with what matters now, and helping clients stay on track for generational wealth creational and Tax-optimized legacy transference.

Proficiency:

• Private Equity Related Strategies for Individuals and Business Owners

• 10b5-1 Financial Trading Programs for Executives

• Tax-Sheltered Fiduciary Consulting

• 144Restricted Stock, Incentive Stock Options, Phantom Stock Management, Operating Unit 401(k) Plans, 403(b) Plans & 457 Plans