• Zachary Bolden

    Financial Advisor

Office Location: Daphne, AL

Email: zach.bolden@raymondjames.com
Phone: 229.985.1120

With more than 14 years of experience in financial planning and investment management, Zach Bolden has the accumulated knowledge and perspective to help you with your financial goals. He understands the dynamics of wealth, how to balance the complex forces at work and how to adapt intelligently as conditions change.

As your life and your needs as an investor evolve, so will your vision for the future and risk tolerance. Zach will be with you every step of the way, offering sound advice and customized financial strategies designed specifically for you.

Zach endeavors to create long-term, meaningful relationships with a select group of clients and provide them with personalized financial planning advice using some of the industry’s most comprehensive resources. His investment process considers your investing experience, your expectations for returns, your tolerance for risk and the performance of your portfolio.

Based on what he learns about you and your goals and an analysis of the current financial markets, Zach designs a customized investment strategy based on recommendations made solely with your best interest in mind. He then takes the time to explain his recommendations and, once you are comfortable with your new plan, Zach puts it into action and reviews its performance for opportunities to adapt to life changes and new goals.

Zach began his career in financial services in 2009 and previously spent 11 years with PNC Investments. Today, Zach provides financial and estate planning through the use of equities, fixed income securities, managed money, 529 education savings, and more through Raymond James.

A native of Long Beach, Mississippi, Zach resides in Daphne, Alabama. Away from the office, Zach also enjoys spending time with his family, traveling and reading.

Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.