portrait of Zack Excell

About Zack

To me, investing is more than an algorithm; it’s about listening to the client to better understand their needs and building a relationship over the long term. A client’s success is my highest priority; the best way to accomplish this is by forging a partnership built upon trust, mutual honesty and active listening. My goal is simple – to help you to succeed. This holistic approach affords me the opportunity to create customized financial strategies around your financial puzzle.

I focus on working with families to help them achieve their financial goals through comprehensive wealth strategies which include estate considerations, tax...

Focus Areas

  • Entrepreneurs & Business Owners
  • Intergenerational Planning
  • Wealth Strategies
  • Divorce Finances
  • Retirement Savings Strategies
  • LGBTQ+ Finances

Work History

  • Edward JonesAugust 2018 to Current

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Personal Interests

  • Traveling
  • Sports Enthusiast
  • Golfing
  • Technology
  • Art & Theater

Team Members

  • Paige Childs
    Branch Office Administrator
    FPQP®

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 02:00PM
Sat Closed
Sun Closed

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