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

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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