ZD Wealth Management
Zachary A Daniels
Wealth Management Advisor|ChFC®, B.S.
Creating Simplicity in a Complex World
Get to know my dedicated team
Elizabeth Reynolds
Client Experience Manager
Ashley L Reynolds
MPA
Client Experience Manager
Roman M Okrasinski II
MBA
Lead Financial Plan Analyst
Geoffrey Michael Wilson
Investment Operations Associate
Beth Jones
CLU®, ChFC®, CASL®, CFP®, RICP®
Chief Financial Officer
Disma Mannino
Assistant