Associate Wealth Advisor
Zac is an Associate Wealth Advisor with Beacon Pointe’s Scottsdale office and is responsible for partnering with clients and their advisors to provide customized solutions. Among his duties are investment strategy implementation, portfolio performance reporting, asset allocation modeling and client servicing. Prior to joining Beacon Pointe, Zac worked for the J.P. Morgan Private Bank in Houston, Texas. Zac received his Bachelor’s degree from Northern Arizona University and he currently lives in North Phoenix. In his free time, he enjoys hiking, trying new restaurants, and spending time with his chocolate Labrador.