Zoe Sexton MBA

San Francisco Bay Area United States

Managing Director, Wealth Management | Institutional Services | Women in Transition

Finance / Banking / Insurance

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.