Zac Beckerley Email & Phone Number

Zac Beckerley

Wealth Manager at Merit Financial Advisors | Frisco, Texas, United States

Zac Beckerley Socials
About Zac Beckerley

Zac Beckerley is a dedicated Wealth Manager at Merit Financial Advisors, where he specializes in guiding business executives, particularly those in the automotive industry, toward achieving their financial aspirations. With a deep understanding of the unique challenges faced by executives in this sector, Zac leverages his expertise in strategic financial planning and wealth management to create tailored solutions that align with his clients' long-term goals. His commitment to staying abreast of the latest financial planning software enables him to address even the most complex financial scenarios, ensuring that his clients receive the most informed and innovative advice.

At Merit Financial Advisors, Zac is actively involved in several key projects that focus on retirement planning and investment advisory services. He collaborates closely with clients to develop comprehensive asset allocation strategies that optimize their investment portfolios while managing risk effectively. By fostering strong relationships built on trust and transparency, Zac empowers his clients to make informed decisions that pave the way for a comfortable and exciting retirement.

Zac’s skill set encompasses a wide range of financial disciplines, including investments, retirement planning, and financial analysis. His passion for helping clients navigate their financial journeys is evident in his proactive approach to wealth management, where he combines calculated advice with personalized service. As he continues to grow in his role, Zac remains committed to enhancing his knowledge and skills, ensuring that he remains a valuable partner to his clients as they pursue their financial dreams.

Zac Beckerley Work
1 experience icon

Wealth Manager at Merit Financial Advisors in January 2011 to Present

2 experience icon

CFP® Certification Tax Planning Instructor at Texas A&M University-Commerce in May 2011 to May 2014

3 experience icon

Associate Financial Planner at JWA Financial Group, Inc. in January 2008 to June 2011

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Zac Beckerley Education

Texas Tech University, Masters of Science, November 2026

Texas Tech University, Bachelors of Science, November 2026

Zac Beckerley Skills

Investments

Strategic Financial Planning

Financial Planners

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About Zac Beckerley's Current Company
Frequently Asked Questions about Zac Beckerley

What is Zac Beckerley email address?

Email Zac Beckerley at [email protected] and [email protected]. This email is the most updated Zac Beckerley's email found in 2026.

How to contact Zac Beckerley?

To contact Zac Beckerley send an email to [email protected] or [email protected]. (updated on September 02, 2024)

What company does Zac Beckerley work for?

Zac Beckerley works for Merit Financial Advisors

What is Zac Beckerley's role at Merit Financial Advisors?

Zac Beckerley is Wealth Manager

What is Zac Beckerley's Phone Number?

Zac Beckerley's phone (214) ***-*258

What industry does Zac Beckerley work in?

Zac Beckerley works in the Financial Services industry.

Zac Beckerley Email Addresses

Email Zac Beckerley at [email protected] and [email protected]. This email is the most updated Zac Beckerley's email found in 2026.

Zac Beckerley Phone Numbers

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