About Zach Shillingford
Zach oversees all aspects of the private client business managed by the Shillingford-Parker Group.
He helps clients build customized plans that support their investment and family wealth structures to address the complexities and opportunities that come with wealth accumulation and maintenance. Having led his clients through multiple cycles, Zach’s experience and industry knowledge are crucial to his support of clients throughout challenging economic events and turbulent markets. Zach’s wealth management industry experience helps to guide the group’s development of comprehensive solutions for clients that span beyond investment planning, this includes trust, estate, insurance and tax planning solutions as well as liability management exercises for client’s exploring personal balance sheet support.
Zach was previously employed by Wells Fargo Advisors and has also held positions working with private clients at Deutsche Bank, Barclays and Alex. Brown (formerly Deutsche Bank’s private client group). Zach is a graduate of Villanova University with a Bachelor of Arts degree in Economics. He resides in Ridgefield, CT with his wife and three young children.
Securities Agent: MA, AZ, AL, WY, WI, KY, IL, UT, RI, OH, FL, PA, NC, CA, NY, LA, SC, NJ, ID, MI, CT, DE, AR, VT, TX, ME, VI, MO; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures