Martin Zaklikowski
Advisor at Merrill
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Merrill
Location
Buffalo, NY 14202
Credentials
Series 63, Series 65
Industry experience
43 years
About
Martin Zaklikowski is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing over 35 years of experience in financial and wealth management. Since joining Merrill Lynch in 1995, he has specialized in advanced investment strategies, retirement planning, and estate planning. His approach emphasizes a comprehensive understanding of client needs to develop tailored wealth management strategies.
He holds a bachelor's degree in Finance and Political Science from Canisius College and is a CERTIFIED FINANCIAL PLANNER® certificant, a designation granted by the Certified Financial Planner Board of Standards, Inc. Martin is a member of the Financial Planning Association (FPA) and the Certified Financial Planner Board of Standards, Inc., and holds the Personal Investment Advisor (PIA) designation. He has also served on the boards of Hopevale, Inc., St. Francis High School, and the Frontier Community Education Advisory Committee.
Outside of his professional work, Martin enjoys gardening, music, and spending time with his wife Rebecca and their two children, Adam and Lauren.
Expertise
Wealth management
General retirement planning
Retirement income strategy
General estate planning guidance
College savings (529s, UTMA, etc.)
Demographic focus
Married/Couples/Partners
Parents
Women Professionals
Work history
Bank of America, N.A.
2011 - Present (15 years)
Merrill Lynch, PIERCE, FENNER & SMITH INCORPORATED
1995 - Present (31 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
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