PROFESSIONAL PROFILE
Donald J. Loff, CIMA®
Wealth Management Advisor
Senior Vice President - Investments
With more than 34 years of financial services experience, Don is skilled in developing investment strategies, asset allocation, portfolio monitoring and overall wealth management for high net worth clients and institutions. Don is a Magna Cum Laude graduate of Baruch College and holds the designation of Certified Investment Management Analyst(CIMA®), awarded at the Wharton School of the University of Pennsylvania. Don enjoys competing on his Quarter Horses in reined cow horse events, and is an avid tennis player. His relaxation time is spent in the Rocky Mountains fishing, hiking and riding horseback.
Zack D. Warringer, CFP®
Investment Associate
Assistant Vice President
Zack has more than 14 years experience providing wealth management solutions to high net worth clients and institutions. He assists clients with recommendations and implementation of customized financial solutions in order to achieve their goals. Zack is a graduate of the State University of NY at Ulster and holds the designation of CERTIFIED FINANCIAL PLANNER™ (CFP®), awarded by the Certified Financial Planner Board of Standards, Inc. Zack is married and has two daughters. In his free time Zack enjoys golf, volunteering and spending time with his family.
Ruby Ochoa
Client Associate
Ruby has over 21 years of financial industry experience. She directly assists clients with administrative, operational and customized service needs. Ruby is a graduate of Rutgers University with a B.S. Business Economics.
Our most deeply held principle at Merrill Lynch is that clients come first, and our team is proud to be part of that tradition. To help clients meet their financial objectives and build wealth we assess client goals, and then offer effective approaches to achieve them. At Merrill Lynch, we have unparalleled resources that include planning, investment strategies and state-of-the-art technology designed to streamline any financial plan. Let us put them to work for you.
CFP® (CERTIFIED FINANCIAL PLANNER) certification, awarded by the Certified Financial Planner Board of Standards, Inc.). For information regarding CFP®certification and qualifications please visit http://www.cfp.net
CIMA® (Certified Investment Management Analyst, completed through the Wharton School at the University of Pennsylvania). For information regarding CIMA certification and qualifications please visit please visit http://www.imca.org/certify