ML

Merrill Lynch Financial Advisor Zachary Shelly

Financial consultant

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Services Offered

  • Investment advice
  • Financial planning
  • Risk assessment
  • Liquidity management

About

Zachary Shelly is a financial advisor based in Lexington, Kentucky, affiliated with Merrill Lynch. He offers investment advice and strategies tailored to individual clients' life goals, risk tolerance, time horizon, and liquidity needs. His approach emphasizes understanding each client's unique financial situation to provide personalized guidance. Zachary serves a diverse clientele, helping them navigate their financial journeys with informed decision-making.

Reviews

Location

4023 Finn Wy, Lexington, Kentucky
Map showing location in Lexington, Kentucky
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Contact This Advisor

Business Information

Address

4023 Finn Wy
Lexington, Kentucky 40517

Phone

+1859-788-4544

Website

https://advisor.ml.com/sites/ky/lex-summit-lexington-ky/ksa

Business Hours

Contact for business hours