Zac joined Edge Financial Advisors in 2023 as an Associate Financial Advisor. In this role, Zac supports our clients through assistance with financial planning, portfolio reviews, trading, and client service requests.
He previously worked at Bank of America Merrill Lynch as a Financial Solutions Advisor. He first developed an interest in Financial Planning after taking a Personal Finance course at 14 years of age and has pursued a deeper understanding ever since.
Zac graduated from the Kelley School of Business at Indiana University in 2022 where he majored in Finance. He has a passion for investing, technology, philanthropy, and taking on new life experiences and challenges. Zac enjoys scuba diving when visiting his hometown of Miami, FL. He currently lives in the village of Oak Park, IL.
