Zachary Trafton

WORK HISTORY

EDUCATION

ABOUT ZACHARY TRAFTON

My name is Zachary Trafton and as a Financial Advisor, my passion is working with you to help pursue your hopes and dreams. I enjoy getting to know you and what matters most to you, to help create a personalized investment strategy to stay on track toward your goals with financial planning. I\'m here to provide investing/planning advice when you want it, as well as to provide access to Bank of America for your banking and lending needs as well. I joined Merrill as a Financial Advisor in 2024 but started my career in the financial industry as an Individual Financial Consultant for TIAA in 2020 after obtaining a bachelors degree in both Finance and Business Economics from The University of South Carolina Darla Moore School of business. I recognizing that each client has individual needs, I focus on a goals based approach through financial modeling and portfolio construction to assist my clients in achieving financial success through diversification and proper investment management. I\'m passionate about customizing each portfolio for a client\'s specific situation from saving/investing in order to maintain a healthy retirement to structuring exit strategies in the most beneficial way for their family. I currently hold the SIE, Series 7, and Series 66 FINRA registrations, as well as his Life and Health insurance license. I\'m currently in the process of obtaining my Certified Financial Planner designation.