Zach B. Davis, Mba Email & Phone Number

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

Listed skills include Strategic Planning, Business Owner Planning, Multigenerational Wealth Planning, Investment Strategies, and 8 others.