G&R Family Wealth Management

Professional guidancepersonally applied

Zachary HoltmeierZachary Holtmeier

Registered Client Service Associate
zack.holtmeier@raymondjames.com
Linkedin

Zack, a registered client service associate, assists his team with all administrative aspects of the practice as well as with client reviews and goal planning. He endeavors to provide his team’s clients with the highest caliber of service while helping to educate them on the global financial system. Easygoing and personable by nature, Zack is devoted to streamlining the financial lives of those he serves, thus enabling them to focus on their passions and fully enjoy life.

A Series 7 and 66 license holder, Zack earned his bachelor’s degree in finance with a minor in economics from Ohio State University. He served as an intern with Raymond James for two summers before joining the firm full time in 2015.

Originally from and currently living in Cincinnati, Zack stays active in his community through his volunteer work with the city’s largest homeless shelter, Shelterhouse. He enjoys playing basketball, working out, cooking and reading financial publications in his free time.

OUR PROCESS

WHAT IS A CFP?