He is a top financial advisor at Jones Zafari Group of Merrill Lynch.
The core group has grown from six individuals and $500 million under management to 26 people and $13.5 billion in assets. They cater to ultrahigh-net-worth individuals and serve “as a virtual family office.”
He is a top financial advisor at Jones Zafari Group of Merrill Lynch.
The core group has grown from six individuals and $500 million under management to 26 people and $13.5 billion in assets. They cater to ultrahigh-net-worth individuals and serve “as a virtual family office.”