Zach works in our Tampa branch. As a financial advisor on the team, he focuses on visiting with new, current and prospective clients; helping them define, pursue and achieve their near and long term financial goals.
He dedicates ample time getting to know his clients on a deeper level. Having close, professional relationships with his clients enable them to engage in a more comprehensive level of financial planning. Zach’s goal for his clients is for them to have confidence in both their individual and their family’s financial situation and trajectory. His desire for his clients is for them to enjoy a future of financial independence.
Before joining Raymond James in July 2019, he was a financial advisor at Ameriprise Financial. He holds Series 7, 63 and 65 securities licenses, and life, health and variable annuity licenses. Zach also holds the CRPC® and AAMS® designations. Individuals who hold these designations have furthered their professional education with additional training in pre‐and post‐retirement needs, asset management, estate planning and the entire retirement planning process using models and techniques from real client situations. Having these licenses and certifications showcase Zach’s dedication to his profession and gives him additional exposure to a diverse lineup of solutions which can aide clients in the pursuit of their financial goals.
Zach earned a bachelor’s degree in business administration with a minor in marketing from High Point University in North Carolina, where he played on the university’s division 1 baseball team.
Zach is originally from Orlando, Florida. After graduating from college, he moved to Tampa, Florida where he and his wife, Tori, live today. Zach and Tori were married in March of 2022 at Armature Works, just a couple miles from their home in Seminole Heights. In his free time, Zach enjoys being active, playing golf, traveling, hiking, spending time on the beach, boat or by a pool. He is a member of Orange Theory Fitness South Tampa and practices Yoga at Kodawari Studios. Zach is a passionate fan of the Philadelphia Eagles, Philadelphia Phillies, Orlando Magic and the Tampa Bay Lightning.