Merrill Lynch Financial Advisor William Zalewski

Services Offered

• Investment advice
• Financial planning
• Investment management

About

William Zalewski is a financial advisor based in Naples, Florida, affiliated with Merrill Lynch. He provides investment advice and strategies tailored to individual client needs, focusing on understanding their life goals, risk tolerance, time horizon, and liquidity requirements. As a Certified Financial Planner (CFP®) and holding the Chartered Advisor in Philanthropy (CAP) designation, William is equipped to assist clients in navigating their financial journeys. His practice serves individuals and families seeking comprehensive financial planning and investment management services.

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