Zac Hersman,

Joining the team in July of 2016, Zac brings a competitive spirit and disciplined approach to The Americas Group. Being a second generation financial advisor, Zac understands the importance of financial literacy at a young age and enjoys connecting with many clients’ millennial children with a strong emphasis on education and transparency.

In his role, Zac creates comprehensive financial plans for clients to illustrate asset appreciation and cash flow streams using Raymond James’ Goal, Plan, & Monitoring software. In addition, Zac focuses on helping business owners and professionals explore the benefits of employer retirement plans for their respective companies and practices. In an effort to maintain the industry’s highest standards, Zac holds the following designations: Certified Financial Planner™ through the CFP Board; Accredited Investment Fiduciary through fi360.

Prior to onboarding, Zac obtained his MBA at the College of Charleston in Charleston, South Carolina and earned his BA in Economics from Emory University in Atlanta, Georgia. Presently, he is an active member of the Steering Committee for the Young Professionals of the Americas (YPA), which provides a platform for young professionals to connect around the latest trends in the Americas. In his spare time, Zac is an avid tennis player and enjoys traveling and spending time with family and friends.

Raymond James is not affiliated with any of the organizations mentioned.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP^®, Certified Financial Planner™, CFP^® (with plaque design) and CFP^® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.