Investment Research and Trading Associate
A lifelong Jacksonville resident, Zach attended the University of North Florida, where he earned a Master of Business Administration degree in Finance and a Bachelor of Business Administration degree in Finance and Accounting. Zach is also currently a 2021 Level II candidate in the CFA program.
Zach began his career in the financial services industry in 2011. Zach joined Jacksonville Wealth Management in 2020 as an Investment Research and Trading Associate. Zach has a passion for finance and investments and loves putting that passion to work for Jax Wealth’s clients.
When he is not in the office, Zach enjoys trivia, bowling, board games, and spending time with his family and friends.