Zach Adkisson
Investment Management Specialist
- Role
- Investment Management Specialist at Merrill Lynch
- Location
- Knoxville, TN, US
- LinkedIn followers
- 500 followers
About Zach Adkisson
The financial journey is a collaborative effort that requires reliable resources…
Experience
Investment Management Specialist
Dec 2021 — Present
My roles and responsibilities as the Dunn Craven Group\'s investment management specialist include equity research, creating and tracking all models, trading across all asset classes, researching and conducting due diligence on alternative investments, ETF and mutual fund analysis, yield curve analysis, overseeing all annuities (fixed annuities, fixed-indexed annuities, variable annuities, variable-indexed annuities), tracking cash allocations across all accounts, and helping determine actionability in proprietary Market-Linked Investments tailor-made to pursue clients\' goals.*Some or all alternative investments may not be in the best interests for certain investors. Certain alternative investments carry significant risk and are not subject to the same regulatory oversight as mutual funds and other traditional investments. For these reasons, access to alternative investments may be limited to investors who are designated as sophisticated, high-net-worth investors.*Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
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