Zach Merritt
Financial Advisor | Helping Business Owners & Families Build Confident, Tax-Efficient Investment Planning | Raleigh, NC
- Role
- Financial Advisor at Equitable Advisors
- Location
- Raleigh, NC, US
- LinkedIn followers
- 500 followers
About Zach Merritt
As a Financial Advisor, I work with business owners and families to bring clarity and…
Experience
Financial Advisor
Jul 2025 — Present · Raleigh, NC, US
I partner with business owners and families to create personalized financial strategies that help them plan confidently for the future. My focus areas include retirement planning, investment management, employee benefits, and tax-efficient wealth strategies. I take a relationship-driven and educational approach, helping clients understand each step of their plan to make informed decisions that align with their goals. Whether it\'s designing a business retirement plan, optimizing investments, or building a holistic roadmap for financial independence, my goal is to bring clarity to every financial decision.
Education
University of North Carolina Wilmington
Bachelor of Science - BS, Economics, Finance
2015 — 2019
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