Heather Zack
Private wealth unit lead at Merit Financial Advisors
At a glance
Heather Zack joined Merit Financial Advisors from Carson Group as private wealth unit lead (our reporting, November 11, 2026). 3 stories in our coverage name them, from November 10, 2026 to November 11, 2026.
- Firm
- Merit Financial Advisors
- Role
- Private wealth unit lead
- Team
- private wealth unit
- In our coverage
- 3 stories
The record
Joined Merit Financial Advisors from Carson Group as private wealth unit lead
Merit taps former Carson and Commonwealth executive to lead private wealth unit Financial ADVSR
Hired by Merit Financial
Merit hires ex-Commonwealth, Carson exec to lead high net worth arm Citywire RIA
Merit Financial taps Heather Zack to lead private wealth push InvestmentNews
How this page is built
Every line on this page comes from a story that names Heather Zack: our own reporting or a news item on our wire, each linked above. Titles, firms, team names and asset figures are shown as those stories reported them on the date shown, and assets are the team’s as reported, not verified figures. We don’t add ages, photos, credentials or anything a cited story doesn’t say. Profiles with fewer than 2 stories aren’t listed in search engines until more coverage builds. This is news coverage, not an endorsement or a recommendation of any advisor.
Last updated November 11, 2026. All people in our coverage →