Zach works in our Tampa branch. As a financial advisor on the team he focuses on meeting with clients and new prospective clients to help them in defining, pursuits and achieving 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. His goal for his clients is for them to have confidence in their individual and their family’s financial situation. He wants all of his clients 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® designation. Individuals who hold the CRPC® designation 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 school’s division 1 baseball team.
Zach is originally from Orlando, Florida. After graduating from college he moved to South Tampa, were he lives today. In his free time, Zach enjoys being active, playing golf, and spending time on the beach or by a pool. He is a member of Orange Theory Fitness South Tampa and practices Yoga at Kodawari Studios. He is a passionate fan of the Philadelphia Eagles, Philadelphia Phillies, Orlando Magic and the Tampa Bay Lightning.