Zachary McGill, CFP® in

Zachary McGill, CFP®

Managing Director at Joel Isaacson & Co., LLC
📍 New York, New York, United States

Zachary McGill is a Managing Director at Joel Isaacson & Co. , where he has worked since 2007. He specializes in comprehensive financial and tax planning for high-net-worth individuals, with expertise in executive stock awards and cash flow management. He holds a BS from the University of Colorado Boulder.

Originally from Southern California, Zachary now resides in New Jersey with his wife and children. His personal interests include traveling and engaging in various outdoor activities, which he enjoys in his time away from the office.

He has been repeatedly named to Forbes "Best-In-State Wealth Advisors" and "Top Next-Gen Wealth Advisors" rankings.

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Experience
18 Years
Current Role
Managing Director
Job Level
Mid-senior
Location
New York, New York, United States
Personality Overview
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Priorities

Topics Zachary cares about

Wealth Management
He provides comprehensive financial and tax planning for high-net-worth individuals and families, which has been his focus since starting his career in 2007.
Executive Compensation
His professional biography highlights a specific expertise in advising executives on the strategic management of their employee stock awards.
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Career

Work history

7-2017
Managing Director
Joel Isaacson & Co., LLC
9-2014 - 7-2017
Director
Joel Isaacson & Co., LLC
9-2007 - 9-2014
Senior Advisor Associate
Joel Isaacson & Co., LLC
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
2002 - 2006
BS
University of Colorado Boulder - Leeds School of Business
Social presence
in

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