�鶹�� Palm Beach Gardens, FL office welcomes

�鶹�� Private Wealth Management announced the hiring of Zachary Sobel as a Private Wealth Advisor. He is based in the Palm Beach Gardens, FL office led by Southeast Regional Director Julie Fox, Florida Market Executive Lane Strumlauf and Market Director Suzann Zadanosky.

Zachary brings over two decades of experience in financial services to �鶹��. He joins from Morgan Stanley, where he spent over a decade advising individuals, business owners and families on financial planning and investment matters. Before Morgan Stanley, he was a financial advisor at Merrill Lynch. He began his career as an institutional trader before entering the wealth management industry. He holds an MBA from the University of North Carolina at Chapel Hill and earned a BBA with a triple major from the University of Wisconsin-Madison.

Joining Zachary is Senior Client Service Associate Amy Tamblyn.

“Zach is a talented advisor with decades of experience providing high net worth clients with bespoke financial services,” said Lane Strumlauf, Florida Market Executive at �鶹��. “Our South Florida business has grown significantly in recent years and we are very excited to welcome Zach and his team to �鶹��.”

“Zach’s impressive industry experience will be an asset for our business, as we expand our talent base in key South Florida areas, including Palm Beach Gardens,” said Suzann Zadanosky, Market Director, �鶹��. “I am confident that Zach and his team will successfully leverage �鶹��’s robust wealth management platform and capabilities to meet the needs of their clients.”

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�鶹�� Palm Beach Gardens, FL office welcomes

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