Zachary Niklaus

Who I work with and what I do: As a Merrill Lynch Financial Advisor in the Greenwich, CT office, I work with affluent individuals, families, foundations, endowments and businesses to help them with their particular financial goals. I provide guidance to clients in all areas of wealth management including investment management, retirement planning, credit & lending strategies, insurance review and multi generational wealth planning. How I work with clients: A critical part of my job as a Financial Advisor is to work closely with clients to clearly establish their particular objectives, set strategy, implement recommendations and review progress on a regular basis to ensure that we are moving in the right direction. I make extensive use of both modern portfolio theory and behavioral finance in my wealth management practice. My goal is to provide honest and intelligent financial guidance coupled with a high level of customer service. Professional background: I joined Merrill in 2017 as a Wealth Management Analyst, where I was involved in all aspects of investment management, financial planning and client engagement for high net worth individuals, families and businesses. My predominant focus was helping our 401k partners fulfill their fiduciary responsibilities. Personal Background: I was born and raised in Cos Cob, CT and was a very competitive tennis player at a young age. I went on to play at the Division I level in college, where I also graduated with degrees in Economics and Energy & Environmental Policy. Email: [email protected] Direct Line: 203-863-7649 ​Website: http://fa.ml.com/davies-niklaus-associates/