Zachary Yocum
Financial Advisor
Senior Vice President - Investment Officer
Focus
As Senior Vice President- Investment Officer, with Wells Fargo Advisors our mission is to provide a comprehensive investment plan to help you feel confident and secure about your financial future.
Background and experience
Prior to working at Wells Fargo Advisors I worked at a small sales and marketing company in both their Philadelphia and North Jersey markets. There I managed over 30+ major apartment complexes in the Philadelphia, Jersey City, and Hoboken areas for our major client. I then transitioned into the media industry where I worked for Discovery Communications in New York City on their Advertising and Marketing teams. With extensive experience in sales and marketing I know the importance of providing a client first approach to all proposals. With my experience in various markets I know that not all clients are the same a personalized approach is important to develop a functional working relationship for your future investment needs.
Our Team
Our Client Associate, Jenine Wamsher, along with a resourceful team of home office professionals are standing by to help ensure superior client service excellence.
Away from the office
Outside of the office, my fiancé and dog Oakley, enjoy exploring the outdoors and staying active. You can find us walking around our favorite spots in Lancaster nightly. On weekends we love to travel and see close friends or relatives and see the sights and food that each city has to offer.
California Insurance License 4032284. Resident State: PA
As Senior Vice President- Investment Officer, with Wells Fargo Advisors our mission is to provide a comprehensive investment plan to help you feel confident and secure about your financial future.
Background and experience
Prior to working at Wells Fargo Advisors I worked at a small sales and marketing company in both their Philadelphia and North Jersey markets. There I managed over 30+ major apartment complexes in the Philadelphia, Jersey City, and Hoboken areas for our major client. I then transitioned into the media industry where I worked for Discovery Communications in New York City on their Advertising and Marketing teams. With extensive experience in sales and marketing I know the importance of providing a client first approach to all proposals. With my experience in various markets I know that not all clients are the same a personalized approach is important to develop a functional working relationship for your future investment needs.
Our Team
Our Client Associate, Jenine Wamsher, along with a resourceful team of home office professionals are standing by to help ensure superior client service excellence.
Away from the office
Outside of the office, my fiancé and dog Oakley, enjoy exploring the outdoors and staying active. You can find us walking around our favorite spots in Lancaster nightly. On weekends we love to travel and see close friends or relatives and see the sights and food that each city has to offer.
California Insurance License 4032284. Resident State: PA