Zachary Yocum
Senior Vice President - Investment Officer at
Wells Fargo Advisors
Number of Clients
525
Average Client Size
$1,500,000
Member Since
2025
Allow Me to Introduce Myself
One thing I want my clients to know about me is...
As a Financial Advisor, my team is dedicated to helping individuals and businesses develop financial and investment strategies that line up with their needs, goals and risk tolerance. Our mission is to provide every client with targeted, comprehensive investment advice and portfolio management strategies - delivered with the highest level of personal service and professional integrity.
Clientele
Services Provided
Investment Planning
Retirement Planning
Estate Planning Strategies
Insurance
Specialties and Expertise
Pricing Models
Education
Dickinson College
Policy Management & Economics
Obtained in 2013
Advisor Links
Disclosures and Proof of License
Advisor Disclosure
Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.
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Investment and Insurance Products are:
- Not Insured by the FDIC or Any Federal Government Agency
- Not a Deposit or Other Obligation of, or Guaranteed by, the Bank of Any Bank Affiliate
- Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested