Overview

Zach brings an unique skill set to Raymond James developed from years of education, utilization, and industry experience. Working alongside the best the industry has to offer, Zach provides both discretionary and nondiscretionary portfolio strategies and comprehensive financial management services. Clients range from individuals, families, intergenerational wealth, business owners, entrepreneurs, professionals, and anyone with a desire to learn about investing for the future.

As a proud University of Dayton graduate; Zach embarked on a career in financial services while still at the University of Dayton as a member and equity analyst for the Davis Center for Portfolio Management. Zach's desire to be challenged, entrepreneurial spirit and passion helped led him to Raymond James & Associates where he has worked to develop a practice model to provide custom, discretionary, and non discretionary portfolio strategies. Zach has learned that the experience of running a successful financial services firm is grounded in the client-first values of Raymond James, in order to provide responsible, clear, objective and unbiased advice. Zach's investment philosophy is guided by a disciplined process; based on principals of both technical and fundamental analysis. Zach also believes in being a man for others, and embodies this in his practice meaning that no matter who you are or what stage of life you are in, your journey is important to him and he would love to help in anyway he can.

Zach currently serves his clients from offices in Beachwood, Ohio, Medina Ohio, and Westlake, Ohio. He is a member of the Lions Clubs International and Medina Young Professionals Association.

Being a former division 1 football player, Zach is an avid fitness and outdoor enthusiast, competing in bodybuilding and physique competitions across the U.S and spending time outdoors playing sports and camping.

Zach currently resides in Strongsville, Ohio.


Last Activity
6 months or more
Listing Updated
Dec. 21, 2023

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