FUNDRAISING NEWS | July 01, 2024
LPL Financial has recruited financial advisors James (Jim) Zack and Amanda Zack from Morgan Stanley. With this transition, the father-daughter team has launched The Zack Wealth Group, managing approximately $290 million in assets brought over from Morgan Stanley.
Based in Washington, D.C., James Zack brings 38 years of industry experience, with the last 12 years spent at Morgan Stanley. Jim's early fascination with the stock market led him to pursue a career as a financial advisor. Inspired by her father's journey, Amanda Zack joined his practice eight years ago. Together, they have built lasting client relationships. Their move to LPL is aimed at enhancing their service offerings and expanding their business.
To view the press release, click here.
John Washington is the Data Research Analyst at Dakota.
