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Zack Whitlock

Financial Planner

Biography

Zack got into this industry by helping to take care of his mother when his father passed away. While they had a plan in place, he realized they could have done some things differently. With this experience, Zack was ready to get into the Financial Services field to help hold the hands of as many families as possible through the different financial changes that come along with the seasons of life.

Originally from Philadelphia, PA, Zack moved south to pursue his undergraduate degree in Finance at the University of South Carolina. In his tenure, he cofounded the Terreni Tough Memorial Scholarship Fund. Dedicated to a close friend, the fund and Memorial Golf Tournament prioritizes the need to facilitate discussions on student safety at the University of South Carolina.

Outside of his professional endeavors, Zack loves cooking, staying active through golf, all things sports and spending time with his dog, Maya.

Focus Areas

  • Financial Education
  • Insurance Strategies
  • Retirement Income Planning
  • Risk Management Strategies
  • Investment Strategies (Reg. Reps Only)

Languages

  • English

CRN202206-266204

Check the background of this investment professional on FINRA's BrokerCheck