Zach Wicker
Partner, Wealth Management Advisor at Willow Private Wealth
- Role
- Partner, Wealth Management Advisor at Willow Private Wealth
- Location
- Birmingham, AL, US
- LinkedIn followers
- 500 followers
About Zach Wicker
Zach specializes in bringing strategic and efficient ideas to help his clients in their wealth accumulation and to meet their financial planning objectives. Additionally, he assists his clients in addressing their risk management and estate planning goals.Inside or outside of the office, Zach strives for his relationships to have a strong sense of trust and transparency. “I want to my clients to always feel comfortable and have a good understanding of why we are implementing the strategies to help them achieve their financial goals.”Zach and his wife, Morgan, have three children. They have two boys, Pearson and Hayes, and a daughter, Sloane. He and his family are members of Hunter Street Baptist Church and enjoy family time, spending time outdoors, and being part of the community.Advisory services offered by Investment Advisory Representatives of RFG Advisory, a registered investment advisor. Private Client Services, Lemzar Capital, and RFG Advisory are unaffiliated entities.
Experience
Partner, Wealth Management Advisor
Apr 2024 — Present · Birmingham, AL, US
At Willow Private Wealth, our focus is creating innovative financial strategies tailored to our clients\' unique individual needs. We pride ourselves on thinking outside of the box and bringing solutions to the table that others do not. Our results speak for themselves.We believe that our firm can bring a new level of value to our clients that they have yet to experience. Helping people be efficient and effective with their money is where we have the greatest impact on our clients\' lives. That impact is something that we are truly passionate about.Advisory services offered by Investment Advisory Representatives of RFG Advisory, a registered investment advisor. Private Client Services, Lemzar Capital, and RFG Advisory are unaffiliated entities.
Education
University of Mississippi
Bachelor of Business Administration (BBA), Managerial Finance; Real Estate
2002 — 2006
The University of Alabama
Bachelor of Science, Civil Engineering
2009 — 2012
Skills
- Microsoft Word
- Customer Service
- Geology
- Microsoft Excel
- Powerpoint
- Petroleum
- Microsoft Office
- Sales
- Engineering
- Investments
- Training
- Environmental Awareness
- Oil & Gas
- Oil & Gas Industry
- Logging
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