About Zachary
Focus. As Senior Vice President- Investment Officer, with Wells Fargo Advisors my mission is to provide a comprehensive investment plan to help you feel confident about your financial future. Background and experience: Prior to working at Wells Fargo Advisors I worked at a small sales and marketing ... [One thing I want my clients to know about me is:] As a Financial Advisor, my team is dedicated to helping individuals and businesses develop financial and investment strategies that line up with their needs, goals and risk tolerance. Our mission is to provide every client with targeted, comprehensive investment advice and portfolio management strategies - delivered with the highest level of personal service and professional integrity.
Areas of focus
Credentials & background
Licenses
Education
Policy Management & Economics Dickinson College (2013)
Clients served
Registered in
Alabama, Alaska, Arizona, Arkansas, California, Colorado, Delaware, District of Columbia, Florida, Illinois, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Nevada, New Hampshire, New Jersey, New York, North Carolina, Ohio, Oregon, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Virginia, Washington