Professional

After graduating Wesleyan, he attended the University of Virginia and moved on to New York City to join Merrill Lynch. Throughout the banking crisis and enduring the merge with Bank of America, he desired to get into the Private Equity sector, so he moved on to join Blackstone’s Private Equity Real Estate group to help raise institutional capital for their Debt and Equity funds.

After over 5 years in the Big Apple, in the late summer of 2011, Zach’s desire to be with his family encouraged him to move back home. He aspired to give back to the community and those he loves in a meaningful fashion over the next 30-40 years so he chose to begin his financial planning practice with Northwestern Mutual as a Financial Advisor. Out of the gate, Zach has emerged as a leader within the firm. Since becoming a member of the National Association of Insurance and Financial Advisors (NAIFA) group in 2012, he has been named one of Atlanta’s Top Advisors under 40 each year. Hoping to pursue leadership, Zach has become a Director within the firm and is continuing to grow his “firm within a firm” by attracting talented and hungry men and women within the community to join his practice.

While Zach has clients across many different industries, he mostly works with other financial service professionals within the Wealth Management, Private Equity, Hedge Fund, Investment Banking, Venture Capital, and other start up pursuits across the country. Lawyers, physicians, and business owners are also a part of his clientele.

He has built a holistic planning practice where he is a resource for his clients as it relates to their investment and asset allocation strategies, retirement planning, education funding, risk management products, and at the core, creating a platform for his clients to update and maintain their plan to help achieve their future goals and objectives.

Education

Degree Major Institution
Bachelor of Arts History University of Virginia

Zachry Young

Managing Director

 

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