People

Reza Zafari

Reza Zafari

Formal First Name
Reza
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Reza Zafari has over 30 years of experience in private investment services. He is a Managing Director and a founding partner of the Jones Zafari Group at Merrill Private Wealth Management. He previously 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. Reza also worked for 12 years at Goldman Sachs &Co. and Credit Suisse First Boston in Private Client Services. He specializes in equity portfolio management, private equity, and diversification strategies.

Professional Experience


Academic History

  • Ranked #24 Forbes America's Top Wealth Advisors 2020
  • Ranked #3 Forbes Best-In-State Wealth Advisors 2020