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Clay Zachry

Clay zachry

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location of Clay ZachryTorrance, California, United States
Phone number of Clay Zachry+91 xxxx xxxxx
Followers of Clay Zachry441 followers

  • Timeline

    Jan 2000 - Jul 2009

    Senior Financial Advisor

    Merrill Lynch
    Jul 2009 - Oct 2020

    Personal Wealth Advisor

    Harris Financial Advisors, Inc.
    Current Company
    Nov 2020 - now

    Vice President / Partner

    EP Wealth Advisors

  • About me

    Vice President / Partner at EP Wealth Advisors

  • Education

    • Lake highlands high school

      -

    • Baylor university - hankamer school of business

      1995 - 1999
      Bba

  • Experience

    • Merrill lynch

      Jan 2000 - Jul 2009
      Senior financial advisor

    • Harris financial advisors, inc.

      Jul 2009 - Oct 2020
      Personal wealth advisor

      Personal Wealth Advisor for Harris Financial Advisors, Inc., a fee-based wealth management firm in Torrance, California. Since 1992, Harris Financial has empowered clients with financial knowledge to make informed, intelligent choices. The team addresses every aspect of a client’s unique situation, from the development of a customized investment portfolio and retirement analysis, through the evaluation of tax, estate and insurance strategies.

    • Ep wealth advisors

      Nov 2020 - now
      Vice president / partner

  • Licenses & Certifications

    • Certified financial planner

      Certified financial planner board of standards
      Mar 2009