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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.
Senior Vice President–Wealth Management
Financial Advisor
Drawing on a unique background that includes coaching high school basketball, working alongside attorneys while attending college, living overseas in Istanbul, Turkey, and working with high volume equity and options traders at Merrill Lynch, Zach's current role as a member of Comprehensive Financial Consultants at UBS is to help our clients thrive. Zach is FINRA licensed with his Series 7 and 66, and holds state licenses for Life, Health, and Variable Annuity. When he's not providing high quality service to our clients, he enjoys coaching and playing basketball, supporting his alma mater University of Florida, and volunteering at both his church in Nocatee and as a board member with the Northeast Florida Astronomical Society. Zach lives in Jacksonville with his wife and high school sweetheart Christine and their three children.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Lets connect
Senior Vice President–Wealth Management
Financial Advisor
Drawing on a unique background that includes coaching high school basketball, working alongside attorneys while attending college, living overseas in Istanbul, Turkey, and working with high volume equity and options traders at Merrill Lynch, Zach's current role as a member of Comprehensive Financial Consultants at UBS is to help our clients thrive. Zach is FINRA licensed with his Series 7 and 66, and holds state licenses for Life, Health, and Variable Annuity. When he's not providing high quality service to our clients, he enjoys coaching and playing basketball, supporting his alma mater University of Florida, and volunteering at both his church in Nocatee and as a board member with the Northeast Florida Astronomical Society. Zach lives in Jacksonville with his wife and high school sweetheart Christine and their three children.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Lets connect
Are you ready?
In the first 100 days of a second Trump administration, policy uncertainty continues to dominate. Do you have questions about the impact of tariffs, inflation and geopolitical developments on your investment strategy?
We’re here to help you make sense of it all and move forward with confidence. Make sure your portfolio is prepared for ongoing market volatility.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
