Zachary Tombs serves our clients as a Financial Advisor for Private Client Group Asset Management with a primary focus on holistic financial planning. He believes that a combination of goal-based planning, investment management and insurance needs are vital to a successful financial plan. Not every client has the same goals or means and he strives to fully understand your lifestyle, business, and family to create custom comprehensive plans to help clients reach their end goals.
Outside of work Zachary is passionate about spending time with his wife and son, enjoying outdoor activities such as golf, baseball and kayaking throughout New Jersey.
Zachary graduated from Elon University in North Carolina with a Major in both Finance & Accounting while minoring in Economics. Zachary holds the Series 7, Series 65, Series 63, and Series 6 registrations as well as a Life and Health insurance license.