Zach B. Davis, Mba

Zach B. Davis, Mba Email and Phone Number

Chief Executive Officer and a Senior Account Executive at Sparrow Advisors, LLC @ Sparrow Advisors, LLC
Zach B. Davis, Mba's Location
United States, United States
Zach B. Davis, Mba's Contact Details

Zach B. Davis, Mba personal email

n/a

Zach B. Davis, Mba phone numbers

About Zach B. Davis, Mba

As Chief Executive Officer and a Senior Account Executive at Sparrow Advisors, LLC, Zach brings 20+ years of leadership in financial services with some of the world’s largest firms in multiple key roles and geographies. Sparrow Advisors was founded with the belief that every client’s outcome can be improved with a thoughtful strategy incorporating every facet of their life by taking an interdisciplinary approach which is not typical in this industry. Zach has served individuals, families, family offices, public and private corporations, philanthropies, endowments, and foundations. He, and all the professionals at Sparrow Advisors work with clients, concentrating on developing their goals to help them grow, protect, preserve, and transition their wealth into the future. Sparrow Advisors, LLC is a Registered Investment Adviser, with offices in Dallas, Houston, Austin, New York, and Boston. We specialize in providing a comprehensive suite of financial services that includes financial planning and consulting and asset management. We cater to a distinguished and diverse clientele which primarily includes high net worth and ultra-high net worth individuals, complex families, family offices, public and private corporations, charitable organizations, trusts, and endowments. Our extensive experience, industry knowledge, and personalized service make us well-equipped to address the complex and diverse needs of our clientele. Sparrow Advisors is in an active growth phase, and we are constantly exploring opportunities to onboard new clients and advisors from across the nation, with the aim of significantly extending our national presence.Zach’s foremost goal has always been to help people and to pursue that passion in his personal and professional life. He is relationship-driven and continuously pushes the limits of his capabilities in his philanthropic and professional work to better assist all. Zach has been recognized by many non-profits for his leadership in philanthropic causes, working to make the world better each day.Outside of Sparrow Advisors, Zach is a professional sailing captain and loves to hike, golf, travel, and explore. He and his wife of 25+ years have been blessed with two daughters; one went to Wellesley College and is in Boston working in Venture Capital, and their other went to Vassar College and is in New York City working in Non-Profits.Sparrow Advisors | Toll Free (800) 284-0727 | www.sparrow-advisors.comCorporate Headquarters | 100 Crescent Court, 7th Floor | Dallas, Texas 75201Dallas | Houston | Austin | New York | Boston

Zach B. Davis, Mba's Current Company Details
Sparrow Advisors, LLC

Sparrow Advisors, Llc

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Chief Executive Officer and a Senior Account Executive at Sparrow Advisors, LLC
Zach B. Davis, Mba Work Experience Details
  • Sparrow Advisors, Llc
    Chief Executive Officer And A Senior Account Executive
    Sparrow Advisors, Llc 2020 - Present
    United States
    Sparrow Advisors, LLC is a Registered Investment Adviser, with offices in Dallas, Houston, Austin, New York, and Boston. We specialize in providing a comprehensive suite of financial services that includes financial planning and consulting and asset management. We cater to a distinguished and diverse clientele which primarily includes high net worth and ultra-high net worth individuals, complex families, family offices, public and private corporations, charitable organizations, trusts, and endowments. Our extensive experience, industry knowledge, and personalized service make us well-equipped to address the complex and diverse needs of our clientele. Sparrow Advisors is in an active growth phase, and we are constantly exploring opportunities to onboard new clients and advisors from across the nation, with the aim of significantly extending our national presence.
  • Wells Fargo Advisors
    Davis Financial Strategies Group, Vice President/Investments, Southwest Region
    Wells Fargo Advisors 2017 - 2020
    Austin, Tx
    - Wealth Management- Philanthropic Services- Commercial Banking- Investment Banking
  • Bank Of America Merrill Lynch
    Davis & Associates, Senior Portfolio Advisor
    Bank Of America Merrill Lynch 2013 - 2017
    Austin, Texas Area
    - Wealth Management- Philanthropic Services- Commercial Banking- Investment Banking
  • Bbva In The Usa
    Senior Vice President, Commercial Banking
    Bbva In The Usa 2011 - 2013
    Austin, Texas Area
    - Commercial Banking- Investment Banking
  • Regions Bank
    Vice President, Commercial Banking
    Regions Bank 2008 - 2011
    Austin, Texas Area
    - Business Banking- Commercial Banking
  • Wells Fargo Private Bank
    Vice President, Wealth Management And Private Banking
    Wells Fargo Private Bank 2001 - 2008
    Austin, Tx; Portland, Or; Spokane, Wa
    - Wealth Management- Planning- Asset Management- Trust- Custom Credit

Zach B. Davis, Mba Skills

Strategic Planning Business Owner Planning Multigenerational Wealth Planning Investment Strategies Estate Investment Planning Deferred Compensation Plans Risk Management Concentrated Stock Management Business Succession Planning 401 Options Tax Efficient Planning Wealth Preservation Planning

Zach B. Davis, Mba Education Details

Frequently Asked Questions about Zach B. Davis, Mba

What company does Zach B. Davis, Mba work for?

Zach B. Davis, Mba works for Sparrow Advisors, Llc

What is Zach B. Davis, Mba's role at the current company?

Zach B. Davis, Mba's current role is Chief Executive Officer and a Senior Account Executive at Sparrow Advisors, LLC.

What is Zach B. Davis, Mba's email address?

Zach B. Davis, Mba's email address is za****@****ons.com

What is Zach B. Davis, Mba's direct phone number?

Zach B. Davis, Mba's direct phone number is +151286*****

What schools did Zach B. Davis, Mba attend?

Zach B. Davis, Mba attended Eastern Washington University, Eastern Washington University.

What are some of Zach B. Davis, Mba's interests?

Zach B. Davis, Mba has interest in Sailing, Hiking, Camping.

What skills is Zach B. Davis, Mba known for?

Zach B. Davis, Mba has skills like Strategic Planning, Business Owner Planning, Multigenerational Wealth Planning, Investment Strategies, Estate Investment Planning, Deferred Compensation Plans, Risk Management, Concentrated Stock Management, Business Succession Planning, 401 Options, Tax Efficient Planning, Wealth Preservation Planning.

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