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Zachary Yocum | Financial Advisor

Profile img for Zachary Yocum, financial advisor at Wells Fargo Advisors
Lebanon, PA
Zachary Yocum
Financial Advisor
Senior Vice President - Investment Officer at
Wells Fargo Advisors

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Important Disclosures

Allow Me to Introduce Myself
Focus As Senior Vice President- Investment Officer, with Wells Fargo Advisors my mission is to provide a comprehensive investment plan to help you feel confident about your financial future. Background and experience Prior to working at Wells Fargo Advisors I worked at a small sales and marketing company in both their Philadelphia and North Jersey markets. There I managed over 30+ major apartment complexes in the Philadelphia, Jersey City, and Hoboken areas for our major client. I then transitioned into the media industry where I worked for Discovery Communications in New York City on their Advertising and Marking teams. With extensive experience in sales and marketing I know the importance of providing a client first approach to all proposals. With my experience in various markets I know that not all clients are the same. A personalized approach is important to develop a functional working relationship for your future investment needs. 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. We strive to help each one of my clients plan for a financial future in a way that best meets his or her goals. Our Team Our Client Associate, Jenine Wamsher, along with a resourceful team of home office professionals are standing by to help ensure superior client service excellence. Away from the office Outside of the office, my wife and dog Oakley, enjoy exploring the outdoors and staying active. You can find us walking around our favorite spots in Lancaster nightly. On weekends we love to travel and see close friends or relatives and see the sights and food that each city has to offer.
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Specialties and Expertise

3
Tax Minimization Investment Strategies
Portfolio Construction
Retirement Income

Clientele

5
High Net Worth Individuals
Retirees
New Investors
Entrepreneurs
Inheritors

Education

1
Dickinson CollegePolicy Management & EconomicsYear Obtained: 2013
Quick Facts About Zachary
Years of Experience: yearsMember since:2025Average Account Size:$1,500,000Number of clients:525

Services Provided

How I help my clients

Investment Planning

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Retirement Planning

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Estate Planning Strategies

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Insurance

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Pricing Models

Fees and Commissions Information

Proof of License

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SEC Profile
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Lebanon, PA
Zachary Yocum
Financial Advisor
Senior Vice President - Investment Officer at
Wells Fargo Advisors
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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. Member FINRA/SIPC.
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
Profile last updated: 04-03-2025