Merit Financial Advisors Appoints Heather Zack to Lead New Private Wealth Division
Merit Financial Advisors has appointed Heather Zack as Executive Vice President and Head of Private Wealth. This newly created role is designed to expand the firm's capabilities in serving ultra-high-net-worth (UHNW) clients and driving organic growth across its national network. Zack, a former executive at Commonwealth and Carson, will lead the development of specialized resources, strategic partnerships, and infrastructure. The initiative aims to provide Merit advisors with advanced tools for complex financial needs, including trust and estate services, private banking, and philanthropic planning.
Topics: Business Expansion Executive Leadership Private Wealth Initiative Wealth Management