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Zachary has been with Weston Financial since the fall of 2017. He received his undergrad degree from Bentley University in Finance. While in college, Zachary discovered his passion for financial planning and continued his education by obtaining his Masters in Financial Planning from the McCallum Graduate School of Business at Bentley University.
Since joining Weston Financial Zachary has become a “Candidate for CFP ® certification” and has passed the CFP ® exam. Zachary works directly with the firm’s Financial Counselors to construct and implement comprehensive financial plans and solutions that have a positive impact on the lives of our clients.
Outside of the office, he enjoys spending time with family and friends in and around the Boston area, trying new restaurants and practicing karate, where he holds his second-degree black belt. He is an avid Boston sports fan and during the summer months you can find Zachary at Fenway Park or along the sandy beaches of Maine.
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Weston Financial is a subsidiary of The Washington Trust Company. Halsey Associates is a part of Washington Trust Wealth Management, a division of The Washington Trust Company.
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