Zack has been serving the financial needs of individuals, families and business owners since joining Raymond James in 2024. He develops long-term relationships with his clients with the objective of understanding their goals and working collaboratively to help them navigate their wealth management needs. Zack's focus is to establish trust and a thorough plan, tailored to the client and diligently maintained over the years.
As a client of Zack’s, you will receive dedicated and personable guidance, supported by the resources available through Raymond James in areas such as financial planning, estate and tax planning strategies, portfolio and risk management, retirement planning, family and college planning to assist you in your financial journey.
Originally from Providence, Rhode Island, Zack graduated from the University of Miami in Florida. He is an investment adviser representative who earned the professional designation of Accredited Asset Management Specialist® from the College for Financial Planning. Zack has been with Raymond James for two years and has been involved in investing personally for over ten.
Outside of the office, Zack can be found with his wife, Hannah, his dog, Shelby, and his son, Liam. While away from their home in Cherry Hills Village, Colorado, Zack spends time in Aspen, Miami and New York. He is an avid fly fisherman, skier, art enthusiast and traveler.
Zack also prioritizes his nonprofit work. He has longstanding, deep community involvement including Denver Children’s Foundation, Jewish Colorado and Judi’s House.
Raymond James is not affiliated with the above organizations and/or charitable causes.