• Zach Mekler

    Financial Advisor

Zach Mekler is pleased to announce his affiliation with Raymond James. This role as a Financial Advisor provides the perfect opportunity for him to combine his passion for finance and a desire to help others.

Most recently, he worked in the private bank with J.P. Morgan on the lending side of the high net worth platform. After years of discussion with his family, the need for more individualized solutions to address today’s complex financial landscape became apparent to all of them. Knowing that each and every client faces distinctive challenges, he believes the most successful wealth management strategies are put in place after truly listening and understanding what his clients require. It is this comprehensive, solution-focused approach, delivered with constant personal attention and a commitment to his clients’ best interests, that sets Zach and this team apart.

He is a graduate of Indiana University, with a degree in Sport Marketing and Management. He holds the Series 7 and 66 licenses and is currently a candidate for the CFA level II exam.

A native of Minneapolis, MN, Zach currently resides in Chicago, IL near Wrigley field, where, on a perfect summer night, he can hear the Cubs fans cheering for the hometown team. When not in the office, he enjoys spending time outdoors hiking, bicycling, boating, and fishing, as well as spending time with his fiancé Anna and their dog, Jordy.