About Merle Zislin
Merle has been developing and implementing wealth management strategies in the investment industry to uniquely successful individuals, families, and business for 40 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. Within Morgan Stanley, she holds the internal designations of Insurance Planning Director, Alternative Investments Director, and Family Wealth Advisor. 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 is a member of the MAKERS Class of 2023, receiving the Lifetime Achievement Award, a national organization that recognizes leaders within various industries who are committed to helping and mentoring to make a difference and serve as advocates, innovators, and groundbreakers, for women advancement in the workplace.
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. She is a former member of Morgan Stanley's National FA Advisory Council, a select group of top financial advisors and senior management who represent all financial advisors in the firm on industry matters.
She was recognized by Forbes list of "America's Best-in-State Wealth Advisors" (2018-2023), Forbes named in the top 100 "America's Top Women Wealth Advisors Best-in-State" (2017- 2023), Forbes America’s Top Women Wealth Advisors 2020- 2023. Merle was also named in the top 100 list of Working Mother’s Magazine, “Top Wealth Advisor Moms" in 2017- 2021. The Zislin Group at Morgan Stanley was named to Forbes list of "Forbes Best-In-State Wealth Management Teams" (2023). Receiving these prestigious awards by Forbes is a testament to Merle and her Team’s experience, professionalism, and dedication to their clients.
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. Her family team is passionate in providing financial advice and planning to Military Veterans and First Responders.
She has been a mentor and leader within Morgan Stanley and her community and has had a positive influence on so many over the years.
Balancing a family life with her husband Scott, two sons, Michael and Christopher and her daughter Jennifer takes a creative approach. Merle is an avid reader, and she enjoys fishing, boating, and hiking. She is a 2nd degree Black Belt in Mixed Martial Arts.
2017-2023 Forbes America's Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In- State (formerly referred to as Forbes Top Women Wealth Advisors, Forbes America's Top Women Wealth Advisors)
Source: Forbes.com (Awarded02017-2023). Data compiled by SHOOK Research LLC based on 12-month time period concluding in Sept of year prior to the issuance of the award.
2018-2023 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2018-2023). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
2017-2022 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms
Source: Workingmother.com (Awarded October 2017-2022). Data compiled by SHOOK Research LLC based on 12-month period concluding in Mar of the year the award was given.
Source: Forbes.com (Jan 2023) 2023 Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded Jan 2023) Data compiled by SHOOK Research LLC based on time period from 3/31/21-3/31/22.
Morgan 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 or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at https://www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf
©2023 Morgan Stanley Smith Barney LLC. Member SIPC. CRC5514962 3/23
Securities Agent: FL, IL, IN, MA, MD, MI, MN, MO, NC, NH, NJ, NV, NY, OH, PA, PR, RI, SC, TN, TX, VA, WA, GA, AZ, CA, CO, CT, DC, DE; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1282984
CRC5514941 3/23
Securities Agent: VA, LA, WY, PR, MO, MD, CT, AZ, MT, MA, FL, IN, TX, MI, RI, OH, NV, MN, IL, TN, NY, DC, CO, WI, SC, PA, GA, VT, OK, NM, NJ, NH, ME, ID, DE, CA, NC, AL, WA; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1282984