About Me

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 will enable you to 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. 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 serves on the board for 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.
Services Include
  • Structured Products1
  • Wealth Management2
  • Financial Planning3
  • Retirement Planning4
  • Professional Portfolio Management5
  • Cash Management6
  • Estate Planning Strategies7
  • Lending Products
  • Alternative Investments8
  • Life Insurance9
  • Long Term Care Insurance10
  • Trust Services*
Securities Agent: TX, FL, WA, VA, TN, SC, PA, OK, OH, NY, NV, NM, NJ, NC, MO, MN, MI, MD, MA, IN, IL, GA, DE, DC, CT, CO, CA, AZ, AL; Managed Futures; General Securities Representative; Investment Advisor Representative
NMLS#: 1282984
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Client Service Team

  • Nancy DeJesus - Senior Registered Associate
    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 Zislin - Client Service Associate
    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
    Michael Zislin is a financial advisor  at Morgan Stanley, located in Boca Raton, FL. 
     Background
    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.

    Qualifications 
    -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
     

Location

490 E Palmetto Park Rd
Ste 100
Boca Raton, FL 33432
US
Direct:
(561) 394-8571(561) 394-8571
Investment and Market Perspectives

On the Markets

Retirement

Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
  • 401(k) Rollovers
  • IRA Plans
  • Retirement Income Strategies
  • Retirement Plan Participants
  • Annuities
The Simple Six-Step Retirement Checkup

The Simple Six-Step Retirement Checkup

Given market volatility in 2018, checking in on your retirement plan may be one of the wisest New Year’s resolutions you can make.

Investing

Working closely with you to guide your wealth and investments through the most challenging market cycles.
  • Asset Management
  • Wealth Planning
  • Traditional Investments
  • Alternative Investments
  • Impact Investing
Investing in Artificial Intelligence and Automation

Investing in Artificial Intelligence and Automation

AI is an exciting growth area, but the investing opportunities are not always obvious. Here’s how to integrate this theme into your portfolio.

Family

Creating customized financial strategies for the challenges that today's families face.
  • Estate Planning Strategies
  • 529 Plans / Education Savings Planning
  • Long Term Care Insurance
  • Special Needs Planning
  • Trust Services
A Parent's Guide to Talking to Your Kids About Money

A Parent's Guide to Talking to Your Kids About Money

Raising kids to be smart about money requires creating an environment where they are neither insecure, nor overconfident about family finances.

Business Planning

Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
  • Succession Planning
  • Business Planning
  • Retirement Plan Sponsors
  • Qualified Retirement Plans
  • Corporate Pension Funds
6 Keys to Building a Startup

6 Keys to Building a Startup

Entrepreneurs share ideas and learnings from the experience of starting a company.

Philanthropy

Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
  • Endowments
  • Foundations
  • Donor Advised Funds
  • Impact Investing
Choosing an Environmental Charity

Choosing an Environmental Charity

There are a multitude of non-profits dedicated to helping protect the environment. Here’s how to choose where you want to give.

More from Morgan Stanley

OUTSMART VOLATILITY IN A MORGAN STANLEY MINUTE

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Learn more about OUTSMART VOLATILITY IN A MORGAN STANLEY MINUTE
Morgan Stanley and Justin Rose: A Winning Team

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Sign Up for eDelivery

Sign Up for eDelivery

With eDelivery, you’ll have easy access to statements, trade confirmations, general correspondence and much more.
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Reserved | Living & Giving

Reserved | Living & Giving

Our complimentary program for eligible clients provides you and your family with access to exclusive offers and discounts from premium travel, automotive, health and wellness, and retail brands as well as curated insights from Morgan Stanley.
Learn more about Reserved | Living & Giving
Your Financial World. On the Go.

Your Financial World. On the Go.

With the Morgan Stanley Mobile App, you’ll have the freedom to manage your investments and instantly access a suite of personal cash management tools.
Learn more about Your Financial World. On the Go.
Access Morgan Stanley Online

Access Morgan Stanley Online

Morgan Stanley Online provides a comprehensive view of your assets and liabilities, projected income, breaking news, research and much more.
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Ready to start a conversation? Contact Merle Zislin today.
Market Information Delayed 20 Minutes
1Structured Investments are complex and not suitable for all investors, and there is no assurance that a strategy of using structured product for wealth preservation, yield enhancement, and/or interest rate risk hedging will meet its objectives.

2Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

3Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences.

4Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

5Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be suitable for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.

6Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.

Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

7Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.

8Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are suitable only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.

9Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

10Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.

Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.

The securities/instruments, services, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.

Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.

The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.

*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.


CRC 2019752 10/2018