Zach is a dedicated financial advisor with Prudential Advisors, proudly serving the Paducah, Kentucky and the surrounding area. With a passion for helping individuals and families secure their financial futures, Zachary brings brokerage expertise and a client-focused approach to his practice. Holding the Accredited Wealth Management Advisor (AWMA®) designation, he specializes in crafting personalized strategies that encompass investment planning, retirement solutions, and wealth preservation, working to help clients achieve their unique goals.
Born a Paducah native, Zachary is deeply committed to the growth and vitality of his community. He resides in the area with his wife and three children, whom he considers his greatest inspiration. His love for Paducah drives his dedication to empowering its residents with the financial tools and knowledge needed to thrive, especially for the benefit of the next generation, including his own kids. Zachary believes that a strong community begins with financially confident families, and he works tirelessly to make that vision a reality.
Outside of his professional life, Zachary enjoys spending quality time with his family, exploring Paducah's rich culture, theater, and contributing to local initiatives that uplift the area. Clients value his approachable demeanor, integrity, and unwavering commitment to their success. Connect with Zachary at Prudential Advisors to start building your financial legacy today.
Nestled in the heart of Paducah, Prudential Advisors is a full-service advisory and planning firm dedicated to helping individuals, families, and businesses pursue financial freedom and well-being.
With a deep understanding of the unique needs of our local community and a commitment to personalized service, we provide comprehensive financial planning and investment strategies tailored to each client's goals. Whether you're preparing for retirement, growing your wealth, or preserving a legacy for future generations, Prudential Advisors has the tools and resources to help navigate your way forward.
General Information |
| Insurance License#: | 19046368 |
| Name of Broker/Dealer: | LPL Enterprise |
| States Licensed in: | KY, IL |
| Work Experience: |
Prudential Advisors: Financial Advisor Current Role Fidelity Investments: Service Solutions Group Jan 2022 - Feb 2025 Wells Fargo Advisors: Associate Financial Advisor Aug 2019 - Jan 2022 Northwestern Mutual: Financial Representative Jul 2018 - Aug 2019 |
| Work with the following types of clients: | Businesses, Non-Profit Organizations, Individual Investors |
| Advisory Services Provided: | Portfolio Management, Financial Planning, Insurance Products & Annuities, Investment Advice & Management, Financial Advice & Consulting, Retirement Planning, Wealth Management, Risk Management, Financial Planning for Individuals, Financial Planning for Businesses, Money Management |
Services |
| Investment Types: | Mutual Funds, Bonds, Stocks, Annuities, Insurance, Exchange Traded Funds (ETFs), Alternative Investments |
| Can meet clients in the following ways: | Phone, Video Conference |
Qualifications & Memberships |
| Insurance and Annuity Licenses: | Health, Life, Variable Annuity, Variable Life, Annuity |
Compensation and Fees |
| Fee Structure: | Fee-Based |
| Compensation Methods: | Based on Assets, Commissions |
Education |
| Master of Science - Organizational Communication | Murray State University - Murray, KY 08/01/2012-05/15/2014 |
FAQs |
Do you have a customer satisfaction or refund policy?Each account is subject to it's own terms. |
Why should I choose you as my financial advisor?The answer is simple, we listen... My team and I take time and care to fully understand your situation, so whether you're peeking around the corner to retirement, or planning your full estate, I'm confident we have the tools and resources to help you invest, and work toward goals that matter to you. |
How do you charge for your services?We offer both fee and commission based services. |
What services do you provide? What are your specialties?Financial Planning, Wealth Management, Annuities, and Life Insurance. |
Disclosures |
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Form ADV 2A: LPL Enterprises Firm Disclosure. Web: https://www.lpl.com/disclosures/lpl-financial-firm-brochure-and-program-forms-for-advisory-services.html PDF: https://www.lpl.com/content/dam/edam/format/disclosure/A58.pdf |
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Additional Detailed Disclosures |
Disclaimer |
Securities and investment advisory services offered through LPL Enterprise, a Registered Investment Advisor, Member FINRA/SIPC, and an affiliate of LPL Financial. Additional Detailed Disclosures https://www.lpl.com/content/dam/edam/format/disclosure/wiseradvisor-detailed-disclosures-lple.pdf |
Compliance Disclosures in Last 5 years:
I have a clean record
Criminal Disclosures in Last 5 years:
I have a clean record
| Mon. | 8:30 AM - 3:30 PM |
| Tue. | 8:30 AM - 3:30 PM |
| Wed. | 8:30 AM - 3:30 PM |
| Thu. | 8:30 AM - 3:30 PM |
| Fri. | 8:30 AM - 3:30 PM |
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