Zach Ivey Email & Phone Number | Financial Advisor/ Investment Strategist, Member Owner

Zach Ivey

Financial Advisor/ Investment Strategist, Member Owner
Birmingham, Alabama, United States

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Zach Ivey’s Email zivey@savantwealth.com

Zach Ivey’s Phone Numbers +1 (815) 227-****

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Zach Ivey’s Location Birmingham, Alabama, United States

Zach Ivey’s Current Industry Savant Wealth Management

Zach Ivey’s Prior Industry Bridgeworth, LLC | Lincoln Financial Group | New York Life Insurance Company

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Work Experience

Savant Wealth Management

Financial Advisor / Investment Strategist

2023-12-01 - Present

Bridgeworth, LLC

Financial Advisor- Partner

2010-11-01 - 2023-12-01

Lincoln Financial Group

Director of Planning

2003-01-01 - 2010-11-01

New York Life Insurance Company

Advisor

2001-06-01 - 2002-12-01

Skills

investment management financial planning retirement planning qualified retirement planning trust services estate planning endowments foundations tax consulting philanthropic planning cash flow management family wealth transfer

Languages

FAQ About Zach Ivey

Zach Ivey is located at
Birmingham, Alabama, United States

Zach Ivey is a Financial Advisor/ Investment Strategist, Member Owner

Zach Ivey currently works in the Savant Wealth Management |

Zach Ivey speaks the following languages: English

Zach Ivey has prior
experience in the following industries:
Bridgeworth, LLC | Lincoln Financial Group | New York Life Insurance Company

Zach Ivey has the following professional experience:
Savant Wealth Management | Bridgeworth, LLC | Lincoln Financial Group | New York Life Insurance Company