Zachary Welborn
Shareholder & Senior Vice President at Manske Wealth Management
- Role
- Senior Vice President at Manske Wealth Management
- Location
- Houston, TX, US
- LinkedIn followers
- 500 followers
About Zachary Welborn
Manske Wealth Management offers investment advice and financial planning with a primary focus on monthly client communication. We work diligently to help clients minimize taxes, increase net worth over time, and provide a secure retirement. What sets Manske Wealth apart from the rest of Wall Street is the team\'s systemic dedication to staying in touch with our clients and keeping their other advisors informed. The firm works closely with other professionals, including accountants and attorneys, to achieve the client\'s total wealth management goals.
Experience
Senior Vice President
Jul 2024 — Present · Houston, TX, US
Education
University of Houston, C.T. Bauer College of Business
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Rice University
CFP® Certification Education Program
Skills
- Qualified Retirement Plans
- Leadership
- Teamwork
- Mutual Funds
- Budgets
- Finance
- Institutional Money Management
- Time Management
- Portfolio Management
- Strategic Planning
- 401k
- Retirement Planning
- Microsoft Excel
- Public Speaking
- Customer Service
- Stock Trading
- Microsoft Office
- Sales
- Financial Planning
- Morningstar Office
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