(972) 771-0650
Zachary Taylor is the Jr. Investment Analyst and Trading Associate for Lifetime Wealth Management. As Jr. Investment Analyst, he is responsible for managing the Lifetime Core Portfolios and for individual company and investment due diligence. As a Trading Associate, he is responsible for trade execution for all of the Lifetime Portfolios.
Zachary joined Lifetime Wealth Management in 2024. Prior to joining Lifetime, Zachary served as the Sr. Investment Analyst at Connemara Group, where he conducted client portfolio rebalancing, compiled Annual Review documentation, and performed ad-hoc investment research. Zachary has over five years of investment industry experience in various positions prior to Connemara.
Zachary holds an undergraduate degree in Finance from Florida State University and a Master’s in Finance from the University of Miami. Zachary also holds the Chartered Financial Analyst (CFA) designation from the CFA Institute.
We are more than just a wealth management team. With our two sister companies, Lifetime Tax Advisors and Lifetime Insurance Services, we are uniquely positioned to serve as a one-stop-shop for all of our clients’ financial needs. We foster meaningful relationships with our clients, so we can develop a thoughtful, holistic approach to meeting their goals and protecting their legacy.
LIFETIME WEALTH MANAGEMENT, P.C. IS A SEC REGISTERED INVESTMENT ADVISORY FIRM (RIA)
LIFETIME WEALTH MANAGEMENT, P.C., LIFETIME TAX ADVISORS INC. AND LIFETIME INSURANCE SERVICES, INC. ARE LEGAL SEPARATE ENTITIES.
