About Me
Zak has nearly 10 years in the financial services industry and joined Stifel Independent Advisors in 2023. Prior to joining Stifel Independent Advisors, he served as the lead Client Service Associate for BT Retirement & Wealth Management Planning Group (now BT Legacy Wealth Management) at Wells Fargo Advisors. Zak is committed to serving the team and their clients and supports the team in implementing a disciplined investment process. He is dedicated to providing top-tier service to clients, ensuring they each have a unique experience while building lasting relationships.
Zak earned a B.S. from the Kate Tiedemann School of Business at The University of South Florida – St. Petersburg and holds Series 7 and 66 securities licenses.