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Zach Farley | Financial Advisor

Profile img for Zach Farley, financial advisor at Wells Fargo Advisors Financial Network, LLC
McAllen, TX
Zach Farley
Financial Advisor
Managing Director - Investments at
Wells Fargo Advisors Financial Network, LLC

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Allow Me to Introduce Myself
For over twenty years Zach has helped clients address their financial concerns and develop sound strategies by focusing on each individual’s specific needs. With extensive experience throughout major shifts in the markets, Zach has dedicated his career to delivering the personalized investment planning services his clients deserve. Since 2018 to present (2025) he has been recognized to the Platinum Council, this distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism. Additional consideration may have included best practices and team structures. He joined A.G. Edwards and Sons Inc., a predecessor firm of Wells Fargo Advisors, in 2003 to take a more comprehensive approach in providing personalized financial advice for individuals and families.Zach’s passion for learning and teaching doesn’t end there. He earned his bachelor’s degree at Abilene Christian University in Abilene Texas. Spending a semester in Oxford London for Financial Planning studies gave him an additional passion for the trade, while there he traveled to numerous countries with the Financial Planning Development Group with classes in Spain, France and Switzerland. About Zach: Zach spends his free time with his wife, Sarah and children Jackson & Savannah. He likes to stay active by skiing and rock climbing. Zach is active in his local church and passionate about animals and working with local shelters.“ My clients know they can count on me to help guide them in their financial decisions, whether big or small.”
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Specialties and Expertise

5
High Net Worth Planning
Retirement Income
Ultra High Net Worth Planning
Tax Minimization Investment Strategies
Portfolio Construction

Clientele

8
Retirees
High Net Worth Individuals
Ultra High Net Worth Individuals
Wealthy Families
Inheritors
Business Owners
Doctors
Surviving Spouses

Education

1
Abilene Christian UniversityBachelors of Business AdministrationYear Obtained: 2001
Quick Facts About Zach
Years of Experience:23 yearsMember since:2025Average Account Size:$500,000Number of clients:700

Services Provided

How I help my clients

Estate Planning Strategies

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Insurance

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Investment Management

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Investment Planning

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Pricing Models

Fees and Commissions Information

Proof of License

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SEC Profile
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McAllen, TX
Zach Farley
Financial Advisor
Managing Director - Investments at
Wells Fargo Advisors Financial Network, LLC
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Advisor Disclosure
Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC. 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: 11-15-2025