Zac Beckerley
Wealth Manager at Merit Financial Advisors | Frisco, Texas, United States
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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.
Wealth Manager at Merit Financial Advisors in January 2011 to Present
CFP® Certification Tax Planning Instructor at Texas A&M University-Commerce in May 2011 to May 2014
Associate Financial Planner at JWA Financial Group, Inc. in January 2008 to June 2011
Intern at Amicus Financial Advisors in September 2007 to December 2007
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Texas Tech University, Masters of Science, November 2026
Texas Tech University, Bachelors of Science, November 2026
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Investments
Strategic Financial Planning
Financial Planners
Finance
Wealth Management
Investment Advisory
Asset Allocation
Retirement Planning
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Discover more about Merit Financial AdvisorsWhat 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
Zac Beckerley Phone Numbers
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