Insight-based advice

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.

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Zachary Sech

Senior Vice President–Wealth Management

Financial Advisor

Zachary began his career as a Financial Advisor in 1996 and has worked for most of the major investment firms before joining UBS Financial Services in 2008. His focus is to provide an institutional style of portfolio management that involves strategic and tactical asset allocation and utilizing professional money management. Zach works closely with his clients to create a customized financial plan to pursue each client's financial goals and implement a comprehensive investment strategy. Zach develops strong personal relationships with his clients and he feels it is his most valuable asset.

Registered States:
  • AZ
  • FL
  • GA
  • IN
  • KY
  • MA
  • MI
  • NC
  • NJ
  • OH
  • SC
  • TN
  • VA
  • WY

Education

  • B.S., Indiana University Kelley School of Business

Credentials

  • Certified Portfolio Manager®
312 Walnut Street
Suite 3300
Cincinnati, OH 45202
  • (513) 369-4155

Email Me

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UBS and Credit Suisse—stronger than ever

Global Wealth Report 2024

Crafted wealth intelligence

Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

Gain additional insights into the trends shaping wealth in the US and around the world.

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$5.8+ trn

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As of 03/31/2024

51 countries

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