Zachary Scott

Personal Finance, Retirement, Investing
0
Answers
7
Articles
“Zach Scott has been with Clearfront Advisory for nearly three years and focuses on financial planning and investment management, particularly for new and mid-career professionals.”
Firm:

Clearfront Advisory

Job Title:

Financial Consultant

Biography:

Zach feels strongly about helping clients achieve their financial goals, taking pride in providing superior customer service to ensure that their needs are continuously met and expectations are exceeded. He enjoys developing strong relationships that improve clients' financial peace of mind and inspire trust. He holds FINRA Series 7 and 66 securities registrations through Commonwealth Financial Network®.

Prior to joining Clearfront Advisory, Zach spent seven years working in a variety of non-governmental and philanthropic positions, including roles at the Rockefeller Foundation, Open Society Foundations, and the Aga Khan Foundation USA. Through these opportunities, he obtained firsthand experience in the management of charitable donations, grants, and cooperative agreements. He continues to be involved in the non-profit sector and serves on the Board of Directors for Powering Potential Inc., an NGO focused on providing schools in Tanzania with solar-powered computers and digital libraries to improve educational outcomes. 

Zach lives on the Upper West Side with his wife, Abby, and son, Noah. He graduated from Indiana University with a BA in history and Spanish. He also attended Georgetown University, receiving an MA from its School of Foreign Service. Additionally, Zach served as a Peace Corps volunteer in Romania. He is conversant in Spanish and Romanian.

Education:

BA, Spanish/History, Indiana University
MA, Georgetown University

Assets Under Management:

$3 million

CRD Number:

6436779

Insurance License:

#Life/Accident/Health

Disclaimer:

The financial consultants of Clearfront Advisory offer Securities and advisory services through Commonwealth Financial Network, member www.FINRA.org/www.SIPC.org, a Registered Investment Adviser

This communication is strictly intended for individuals residing in the states of CA, CT, FL, IL, IN, MA, MD, MI, NC, NJ, NY, TX, VA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.

Clearfront Advisory, LLC,157 Columbus Ave. Ste 436 New York, NY 10023 646-779-9810 

All Articles
April 2018
    Retirement, Taxes, Tax Deductions / Credits, IRAs
March 2018
March 2018
    Life Insurance, Insurance
January 2018
    College Tuition, Financial Planning
December 2017
    Financial Planning, Life Insurance, Retirement

No Answers Posted