Zachary Holtmeier joined Recker Asset Management of Raymond James in March 2021. Zack brings over 10 years of industry experience and prior to joining our Practice spent two years managing portfolio and investment operations for a $10 billion RIA headquartered in Cleveland.

Zack’s background and expertise fits our mantra of bringing intelligent, hardworking, and ethical people to our practice to assist in the highest level of service that we strive to provide to our investors. As a financial advisor Zack brings expertise in all aspects of financial planning including portfolio management, retirement planning, and insurance planning. In addition to holding the AIF^® and WMS™, Zack is also a candidate for the CFP^® exam in 2025.

Zack is a graduate of the Fisher College of Business at The Ohio State University, holds both the Series 7 and Series 66 securities licenses in addition to his state insurance license. Zack’s name may also sound familiar as he shares his last name with our long-time veteran, Alex Holtmeier—his brother!