Joyce
Zavresa

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#1063303
Investment Advisor
in Birmingham, AL

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About this Advisor

Joyce Zavresa is a financial advisor based in Birmingham, Alabama, working with Merrill Lynch, Pierce, Fenner & Smith Inc. Joyce has previously held positions at Morgan Stanley, Edward Jones, Merrill Lynch, Pierce, Fenner & Smith Inc, and Bank Of America, N.A. Joyce has passed the Series 66 regulatory exam and is registered to provide services in Alabama, Pennsylvania, and Texas. Currently, Joyce is part of Merrill Lynch, Pierce, Fenner & Smith Inc, which operates out of Birmingham, Alabama. The firm has 3,542 offices and 34,934 employees. The firm manages assets totaling $1.3 trillion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Merrill Lynch, Pierce, Fenner & Smith Inc includes asset-based, fixed, and commission-based fees.

Certifications and Registrations

Series 66

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Fixed Fees, Commissions

Office Location

100 Grandview Pl
Birmingham, AL 35243

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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details

Total Assets Under Management

$1,271,593,679,276

AL Average: $7,464,549,021
Total Number of Employees

34,934

AL Average: 88
Total Number of Accounts

2,911,578

AL Average: 3,892
Average Account Size

$436,737

AL Average: $1,917,921

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Joyce Zavresa Work History

2018 - Present (6 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2018 - Present (6 years)

Bank Of America, N.A

2018 - 2018 (< 1 year)

Edward Jones

2016 - 2018 (2 years)

Morgan Stanley

2016 - 2018 (2 years)

Morgan Stanley

2009 - 2016 (7 years)

Morgan Stanley

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Disclosures

Please visit the SEC profile of Joyce Zavresa to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Merrill Lynch, Pierce, Fenner & Smith Inc

Katelyn Gallagher
Scottsdale, AZ
Nicholas Crippen
Leawood, KS
Alexander Knapp
Towson, MD
Laura Smith
Washington, DC
Jack Cambon
Redding, CA
Kounian Ding
Bethesda, MD
Armando Flores
Dallas, TX
Jonathan Yocum
Saint Paul, MN

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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