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Zach Inkelbarger

Zach Inkelbarger

Advisor Service Coordinator

Zach Inklebarger serves as an Advisor Services Coordinator, where he supports advisors in handling a wide range of client transactions and day-to-day service needs across their book of business. In this role, you benefit from his attention to detail and commitment to helping ensure requests are completed efficiently and accurately.

Zach earned his Bachelor’s degree in Business Administration, with a minor in Communications, from the University of Florida. He brings prior experience from Charles Schwab and BNY Mellon Brokerage, where he worked as a Financial Services Representative assisting clients with transactional requests and account support.

Outside of the office, Zach enjoys golfing, fishing, staying active at the gym, following football, and spending time with friends.