Work History
Edward Jones
Edward JonesJanuary 2012 to Current
About Zac
In 2012, I began my Edward Jones career as a financial advisor in Lima. I quickly realized that the choices you have to manage your finances are overwhelming! That's why we strive to set ourselves apart in three ways:
1. We take the time to educate you on all your options in a way that is easily understood.
2. We make the process of working through your individual situation as easy as possible.
3. We treat you in a way that we would want to be treated.
In my professional life, I love helping individuals reach their financial milestones and helping...
1. We take the time to educate you on all your options in a way that is easily understood.
2. We make the process of working through your individual situation as easy as possible.
3. We treat you in a way that we would want to be treated.
In my professional life, I love helping individuals reach their financial milestones and helping...
Focus Areas
- Wealth Strategies
- Retirement Income Strategies
- Retirement Savings Strategies
- Estate & Legacy Strategies
- Portfolio Reviews
- Charitable Giving
Work History
Edward Jones
Edward JonesJanuary 2012 to Current
Certifications
CFP®
CERTIFIED FINANCIAL PLANNER™
Education
Bluffton University
Bluffton UniversityBachelor of Arts
Education
Bluffton University
Bluffton UniversityBachelor of Arts
Personal Interests
- Spending Time with Family
- Golfing
- Racquetball
- Traveling
- Pickleball
Team Members
Kara BashlievaSr. Branch Office Administrator- Donna WeberSr. Branch Office Administrator
- Schelby BushongBranch Office Administrator
- Lindsay DoddsBranch Office Administrator
Send Me a Message
* Required fieldSend Me a Message
* Required fieldOffice Information
Hours
| Weekday | Availability |
|---|---|
| Mon | 08:30AM - 04:30PM |
| Mon | 08:30AM - 04:30PM |
| Tue | 08:30AM - 04:30PM |
| Tue | 08:30AM - 04:30PM |
| Wed | 08:30AM - 04:30PM |
| Wed | 08:30AM - 04:30PM |
| Thu | 08:30AM - 04:30PM |
| Thu | 08:30AM - 04:30PM |
| Fri | 08:30AM - 04:30PM |
| Fri | 08:30AM - 04:30PM |
| Sat | By Appointment Only |
| Sat | By Appointment Only |
| Sun | Closed |
| Sun | Closed |
Office Hours
| Weekday | Availability |
|---|---|
| Mon | 08:30AM - 04:30PM |
| Mon | 08:30AM - 04:30PM |
| Tue | 08:30AM - 04:30PM |
| Tue | 08:30AM - 04:30PM |
| Wed | 08:30AM - 04:30PM |
| Wed | 08:30AM - 04:30PM |
| Thu | 08:30AM - 04:30PM |
| Thu | 08:30AM - 04:30PM |
| Fri | 08:30AM - 04:30PM |
| Fri | 08:30AM - 04:30PM |
| Sat | By Appointment Only |
| Sat | By Appointment Only |
| Sun | Closed |
| Sun | Closed |
Additional Hours
- Evenings
- Web Conferencing
Additional Hours
- Evenings
- Web Conferencing
Phone
(419) 222-2026Fax
(866) 444-2198Office Address
102 Devonshire Dr Suite BLima, OH 45804
Location
LimaFor information about how Edward Jones uses and protects your data, visit our Privacy and Security page:
https://www.edwardjones.com/us-en/privacy
Information we collect will be used by us and our affiliates to deliver personalized services, content, information and offers, to inform and tailor our marketing and research efforts, and to understand the performance of our websites and digital experiences.
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