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Alex Zachary

Private Wealth Manager

Alex Zachary is no longer with Merrill Private Wealth Management. As of January 2024, he joined Morgan Stanley's private wealth management unit along with his senior partner Maria L. Brisbane.12

Alex Zachary is now a Private Wealth Advisor in The Brisbane Group at Morgan Stanley Private Wealth Management in New York.2 He is a CFA® charterholder and specializes in wealth management.2

Prior to joining Morgan Stanley, Zachary worked at Merrill Lynch Wealth Management, where he first registered as a broker in 2017.1 He has a bachelor's degree (magna cum laude) from Columbia University and a master's degree from the University of Cambridge, where he was the 2006-7 Euretta J. Kellett Fellow.2

Zachary began his career in financial services at Bank of America Private Bank (formerly U.S. Trust), focusing on their art-related businesses before transitioning to wealth management.2

Highlights

Aug 29 · pbig.ml.com
Merrill Private Wealth Management - Wealth Management Services
The Brisbane Group | Morgan Stanley Private Wealth Management
Jan 17 · advisorhub.com
Outbound: Merrill Teams Managing Almost $4 Billion Combined Exit ...
Outbound: Merrill Teams Managing Almost $4 Billion Combined Exit ...
[PDF] ALEX Laurence ZACHARY - SEC.gov

Related Questions

What is Alex Zachary's background before joining Merrill Private Wealth Management?
How long has Alex Zachary been with Merrill Private Wealth Management?
What is the Brisbane Group's focus and client base?
What were the main reasons for Alex Zachary and Maria Brisbane joining Morgan Stanley?
How has Alex Zachary's career evolved since he first registered as a broker with Merrill in 2017?
Alex Zachary
Alex Zachary, photo 1
Alex Zachary, photo 2
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Location

Greater New York City Area