Zac Halloran

About Zac Halloran

I am a Senior Financial Advisor and partner at The Wingard Halloran Group of Merrill Lynch Wealth Management in Beverly Hills, California. I serve many different kinds of clientele. Just to name a few are high net worth families and individuals, business owners, C-level executives, medical professionals, athletes and entertainers. I hand select every investment that goes into my clients\' portfolios. I do this by listening to their needs and create a plan and portfolio that help achieve long-term financial success. I meet with my clients often to review their strategy and be sure it is still the right fit. I collaborate with my clients\' CPAs, Estate Planning Attorneys, Business Managers, and Talent Managers. My wife and I are raising a bright and energetic little girl in Southern California. I enjoy coffee, golf, cooking and trying new restaurants. Our team would be happy to help you or anyone you care about that is in need of a clear financial picture.

Experience

1. Senior Financial Advisor, Vice President

   Merrill Lynch

   Jan 2018 — Present

   As a Senior Financial Advisor I provide the framework designed to better connect my clients\' lives to their finances through broader, more personally meaningful conversations about their priorities. This exploration then leads to goal setting, the creation of a financial strategy to help pursue those goals, and making course corrections along the way. The framework includes tools and resources which provide deeper levels of education and insight about priorities and concerns to help people make more informed decisions. I can help you make investment-related decisions tailored to your financial circumstances, needs, goals, liquidity requirements, risk tolerance, time horizon, and investment objectives. To create a starting point for a conversation about your goals, think about what\'s important to you.

Education

• The University at Albany

  Bachelor's Degree

  2004 — 2008