Zach Davis, CFP®

Wealth Management Advisor at Triumph Financial Group, Northwestern Mutual Private Client Group

📍 Dallas, Texas, United States

Zach Davis is the Co-Founder and a Wealth Management Advisor at Triumph Financial Group in Dallas, Texas. He is a multi-year recipient of the Forbes "Top Next-Gen Wealth Advisor" and D Magazines "Best Financial Planners" awards. He holds CFP®, ChFC®, and CLU® designations and earned his B.B.A. in Finance from Texas A&M University.

Outside of work, Zach lives in Dallas with his wife, Meredith, and their son, George. He is an avid reader, with stated interests in books about financial psychology and classic fiction like "Lonesome Dove."

He has received the prestigious Five Star Wealth Manager Award for eight consecutive years, from 2015 to 2022.

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Experience

18 Years

Current Role

Wealth Management Advisor

Location

Dallas, Texas, United States

Personality Overview

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Priorities

Topics Zach cares about

Market Performance

He regularly shares analysis on stock market trends, geopolitical uncertainty, and the performance of indices like the S&P 500 to inform his clients.

Economic Policy

Actively comments on Federal Reserve interest rate decisions, inflation reports, and how these factors impact the broader economy and investment strategies.

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Career

Work history

9-2009

Wealth Management Advisor

Triumph Financial Group, Northwestern Mutual Private Client Group

8-2009 - 12-2009

Account Manager

Patriot Energy Group

5-2008 - 8-2009

Pharmaceutical Sales Representative

Service Drug Pharmacy

In the press

Media appearances

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Education

Zach has no verified education history

Social presence

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