Reza Zafari is Managing Director, Private Wealth Advisor, and Founding Partner of the Jones Zafari Group at Merrill Private Wealth Management, one of the largest wealth management teams in the industry. Reza has been working in private investment services since 1984 with focus on equity portfolio management, private equity, and diversification strategies. Prior to joining Merrill Lynch in 1999, he held positions with JP Morgan, where he managed private banking services such as securities brokerage, investment advisory, trust and estate planning services, and credit groups. Before that, he worked for 12 years at Goldman Sachs and Credit Suisse First Boston in Private Client Services.
THE JONES ZAFARI GROUP
Through a multi-family office approach, the Jones Zafari Group strive to surpass expectations with integrity and trust.
The Jones Zafari Group has received numerous recognition from the industry.
The team has helped bring an insightful perspective, personalized attention and boutique-like services.
RECOGNITIONS
2016-2024 Forbes America's Top Wealth Advisors
2018-2024 Forbes Best-in-State Wealth Advisors
2024 Forbes Best-in-State Wealth Management Teams
2022-2023 Forbes America's Top Wealth Management Teams
2005-2022 Barron's Top 100 Financial Advisors
2013-2020 Financial Times Top 400 Financial Advisors