August Zenzius
Senior Financial Advisor, Managing Director at Merrill Lynch Wealth Management | Paramus, New Jersey, United States
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August Zenzius is a seasoned Senior Financial Advisor and Managing Director at Merrill Lynch Wealth Management, where he leverages over two decades of experience in the financial services industry to provide tailored financial solutions for corporate executives, retirees, and families across multiple generations. His commitment to helping clients arrange their financial affairs efficiently and effectively is evident in his holistic approach to wealth management, which encompasses asset management, estate planning, and generational wealth transfer.
As a Chartered Retirement Planning Counselor™ (CRPC™), August specializes in guiding clients through the complexities of retirement planning, particularly in navigating the myriad choices available for 401(k) and other plan-sponsored accounts. His expertise extends to high net worth portfolio management, where he employs strategic investment strategies to optimize returns while mitigating risks. August's proficiency in college savings strategies further underscores his dedication to multi-generational planning, ensuring that families can secure their financial futures while also investing in the education of their children and grandchildren.
In his current role, August leads a dynamic team that prioritizes exceptional customer service and personalized financial advisory services. He is deeply invested in understanding the unique needs of each client, allowing him to craft customized financial plans that align with their long-term goals. Whether it's through estate and wealth planning services or advising on complex financial decisions, August Zenzius remains committed to empowering his clients to achieve financial independence and peace of mind. His passion for financial education and client advocacy positions him as a trusted partner in navigating the ever-evolving financial landscape.
Senior Financial Advisor, Managing Director at Merrill Lynch Wealth Management in March 1998 to Present
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Net-Worth Analysis and Wealth Allocation
High Net-Worth Wealth Planning
Generational Wealth Transfer
Family Financial Advisor
Intergenerational Wealth Transfer
Family Wealth Planning
Financial Advisory
Financial Advisor
Financial Advising
Financial Advice
Financial Advisory Services
Generational Planning
Customizable Investment Strategies
Exceptional Customer Service
Multigenerational Wealth Planning
Multi-generational Family Wealth Advising
Asset Management
Customized Wealth Strategies
Customized Investment Portfolios
Foundations and Trusts
Wealth Preservation
Providing retirement income
Estate and Wealth Planning Services
Estate and Retirement Planning Services
Philanthropic Planning Strategies
Customized Retirement Planning
Business Exit Strategies
Estate Planning Strategies and Wealth Transfer
Customized Wealth Planning
Values Based and ESG Investing
Goals Based investment strategies
Risk Management Strategies
Income Strategy During Retirement Years
Trust Services
Generational Wealth Planning
Customized Investment Strategies
Fine Wine Collections
College Savings Strategies
Multi-Generational Wealth Transfer
Multi Generational Planning
High Net Worth Portfolio Management
High Net Worth Individuals
Building Net Worth
Family Legacy Planning
Family Estate Financial Guidance
Retirement and College Planning
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What is August Zenzius email address?
Email August Zenzius at [email protected]. This email is the most updated August Zenzius email found in 2026.
How to contact August Zenzius?
To contact August Zenzius send an email to [email protected]. (updated on November 04, 2024)
What company does August Zenzius work for?
August Zenzius works for Merrill Lynch Wealth Management
What is August Zenzius's role at Merrill Lynch Wealth Management?
August Zenzius is Senior Financial Advisor, Managing Director
What is August Zenzius's Phone Number?
August Zenzius's phone (201) ***-*557
What industry does August Zenzius work in?
August Zenzius works in the Financial Services industry.
August Zenzius Email Addresses
August Zenzius Phone Numbers
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