Zak Thompson

FInancial Advisor

BrokerCheck

Zak is a dedicated financial advisor with 5 years of experience and deep passion for empowering individuals and businesses to achieve their financial goals. He has earned a reputation for providing insightful and personalized guidance. Known for his patient and approachable nature, Zak focuses on building trust-based relationships and creating tailored financial solutions for his clients. His commitment to ongoing professional development and ethics demonstrates his unwavering dedication to serving his clients’ best interests.

Zak started his career with Northern Trust where he worked as an Investment Associate assisting portfolio managers with the day-to-day operations of their individual books. After concluding his tenure at Northern Trust, Zak decided to pivot and join Sawchuk Wealth as a Wealth Advisor to begin growing his own book of business. In 2022, Zak joined Merrill Lynch to continue building trust-based relationships and provide tailored financial solutions for his clients. He is now a key member of the Spartan Wealth family, and is proud of the service he can provide his clients as part of an elite team.

On a more personal level, Zak enjoys spending time with his family and 2 nephews. He also has a passion for all things outdoors – Zak is an avid golfer, hunter, snowboarder, and loves being out on the water during the summertime.

Total Views: 496 ,