Merrill Lynch Financial Advisor ZACHARY LEWER

Services Offered

• Investment advice
• Financial planning
• Retirement planning
• Wealth management

About

Zachary Lewer is a financial advisor based in Charlotte, North Carolina, affiliated with Merrill Lynch. He offers investment advice and strategies tailored to individual clients' life goals, risk tolerance, time horizon, and liquidity needs. As a Certified Financial Planner (CFP®), Zachary provides comprehensive financial planning services, focusing on helping clients navigate their investment options. His practice is dedicated to serving individuals and families seeking to achieve their financial objectives through personalized guidance.

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