Personal Information
Organization / Workplace
San Francisco Bay Area United States
Occupation
Managing Director, Wealth Management | Institutional Services | Women in Transition
Industry
Finance / Banking / Insurance
Website
About
Zoe Sexton has 20 years of entrepreneurial experience in financial services with a primary focus on serving women, multi-generational families and business-owners. Zoe’s team at Merriman Capital provides holistic wealth management serving high net worth investors, family offices, the entrepreneur and women, advising on investments, business-succession strategies, retirement planning, trust, estate and philanthropic interests. Zoe is a passionate advisor and client advocate who has experienced a wide range of market climates and economic trends. Zoe and Merriman Capital believe the future of wealth management will be driven by personal needs and specifically the growing population of wome.
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