MY MISSION STATEMENT
Experience, intellectual capital and dedicated personal service to help you meet your life goals
Experience, intellectual capital and dedicated personal service to help you meet your life goals
Merle has been developing and implementing wealth management strategies in the investment industry to uniquely successful individuals, families, and business for 35 years with Morgan Stanley.
Her multi-generational financial planning includes developing and implementing broad investment strategies that are customized to reflect each client’s unique needs. Through the financial planning process, she can help you access your financial complexities and needs and develop strategies that are designed to help you achieve your goals and strengthen your financial security. Her goal is to cultivate deep long-lasting relationships by providing her clients exceptional experiences. She is someone who makes a difference in people’s lives. Her focus also includes a special emphasis on empowering women.
Merle has been acknowledged for exceptional performance and dedication to clients as a Morgan Stanley club member since 1992. Merle is a member of the Master’s Club. In additional to demonstrating leadership through best practices of wealth management, Morgan Stanley club members must satisfy all other aspects of job performance, conduct, and compliance standards. Merle serves on Morgan Stanley’s National Financial Advisor Advisory Council. She was recognized by Forbes named in the top 100 Best in State Florida Wealth Advisors in 2018. Merle was also named in the top 100 list of Working Mother’s Magazine, “Top Wealth Advisor Moms“ in 2017 and 2018.
Merle believes in giving back to the community by being active in those that share her passions. Merle is a strong supporter of our Nation’s servicemen and servicewomen. She volunteers for Honor Flight and Freedom Fighter Outdoors, an organization that supports injured veterans providing once in a lifetime fishing adventures and outdoor activities.
Balancing a family life with her husband, two sons, and daughter takes a creative approach. Merle is an avid reader, and she enjoys fishing, boating, and martial arts.
Securities Agent: AL, CA, CO, CT, DC, DE, FL, GA, IL, IN, MA, MD, MI, MN, MO, NC, NJ, NM, NV, NY, OH, OK, PA, SC, TN, TX, VA, WA; General Securities Representative; Investment Advisor Representative; Managed Futures
Before joining Morgan Stanley in 2010, Nancy was a receptionist for Smith Barney in 1989. Then she moved to Wells Fargo for ten years where she developed her administration skills as a senior registered associate. Now she continues to excel as a senior registered associate for Morgan Stanley since 2010. That’s twenty eight years in the financial industry.
She passed her series 7 and 63 exams. A New York native, she has made her home in Florida and is bi-cultural and bilingual in Spanish.
She provides operational and administrative support to the clients of Financial Advisor, Merle Zislin. She nurtures both new and existing client relationships by utilizing hard work and creativity to tackle special situations. In addition she serves as a liaison between her Financial Advisor, clients and our back office team.
Nancy has two adult children, her daughter Tianna is married to an officer in the U.S. Air Force and her son Julian is an officer in the U.S. Coast Guard. She enjoys spending free time with friends and family.
Jennifer views exceptional service as her top priority. She provides operational and administrative support services and places high importance on client needs and sees them through to completion. She brings a wealth of knowledge of day-to-day operations needed to run a well-organized business.
Jennifer is passionate about delivering unsurpassed client services and is always available to assist clients with a wide range of services from statement queries to online account access and banking services.
Jennifer graduated with honors from the University of North Florida with a B.A. in Business Finance. She is a volunteer and proud supporter of FFO Freedom Fighter Outdoors supporting veterans and she enjoys volunteering for animal rescue organizations. In her spare time Jennifer enjoys swimming, boating, and spending time with family and friends. Jennifer’s favorite sports teams include the Flyers and 2018 World Champion Philadelphia Eagles.
Michael Zislin is a financial advisor at Morgan Stanley, located in Boca Raton, FL.
A South Florida native, Michael attended Cardinal Gibbons High School. He earned a Bachelor’s of Science degree in Finance and a Master’s of Business Administration (MBA) with a concentration in finance, both from Nova Southeastern University. Michael currently lives in Lighthouse Point, FL.
Before joining Morgan Stanley, Michael owned and operated a marine consulting company for over 10 years. He managed many private yachts, maintained boats, and ran private fishing charters. Michael also fished commercially and sold fish to the local seafood distributors and wholesalers. Michael has also been coaching high school swimming for numerous years.
Away from work, Michael actively contributes to many non-profit organizations such as Freedom Fighter Outdoors, Wounded Warrior Project, The Cliff Floyd Foundation, and Habitat for Humanity. His hobbies include fishing, diving, boating, hunting, and spending time with his family. Michael’s previous work endeavors and community involvement have helped him build a strong foundation for his career as a financial advisor with Morgan Stanley.
-Series 7 License
-Series 66 License
-Nationwide Multistate Licensing System (NMLS) License
-M.B.A., Finance Concentration | Nova Southeastern University
-Bachelors of Science in Finance | Nova Southeastern University
Securities Agent: CO, CT, DC, DE, FL, GA, IL, MA, MD, MI, MN, MO, NC, NJ, NM, NY, OH, OK, PA, SC, TX, VA, WA; General Securities Representative; Investment Advisor Representative
Working with you to understand your life goals and develop a truly personalized wealth strategy. Today and for the years to come.
Working closely with you to guide your wealth and investments through the most challenging market cycles.
Creating customized financial strategies for the challenges that today's families face.
Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.
Making sure your philanthropic dollars are managed with the same best-in-class service as the rest of your wealth.
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