Zachary F. Davis
Wealth Planning Associate
Zack discovered his passion for financial planning while trading stocks with friends during college, an experience that sparked a lifelong interest in helping others make smarter financial decisions. Today, he channels that passion into building tailored financial plans that give families the clarity to move forward with confidence.
His work as a Wealth Planning Associate involves assisting Stage Harbor’s Wealth Advisors with the creation of comprehensive financial plans. His expertise lies in plan design and analysis, including modeling “what-if” financial planning scenarios to help clients see the impact of their choices before making them. In addition, Zack contributes to Stage Harbor’s investment committee with a focus on equity research.
Prior to joining Stage Harbor, Zack served as a paraplanner at Coastal Financial while also interning at Baystate Financial and Mayflower Advisors. He graduated magna cum laude from UMass Lowell with a degree in Finance.
When he’s not working, Zack devotes his time to fitness (including completing 3 triathlons), reading, spending time outdoors, or cheering on the Boston Celtics.