Zachary P. in

Zachary P.

Enthusiast · DISC type i
Partner - Wealth Advisor at Manning & Napier
📍 United States

Zachary is a Partner and Wealth Advisor at Manning & Napier, where he specializes in guiding private business owners, executives, and their families. He holds a Bachelor of Arts from the University of Dayton and is a Certified Exit Planning Advisor (CEPA), focusing on wealth management and strategic legacy planning.

He co-founded North Coast Wealth Partners, a boutique advisory firm that merged with Manning & Napier in 2024, showcasing his entrepreneurial background and commitment to client success.

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Experience
14 Years
Current Role
Partner - Wealth Advisor
Location
United States
Personality Overview

How Zachary shows up

Non-Confrontational
Story Driven
Consensus Focused

They are more about building relationships than just cutting deals. They are generally friendly, so be careful when relying on their word. Unlike D or C types, they are convinced more by stories and testimonials.

Priorities

Topics Zachary cares about

Exit & Legacy Planning
As a Certified Exit Planning Advisor, he focuses on helping entrepreneurs and families secure their financial futures and build lasting legacies through strategic exit plans.
Private Business Wealth
His career is centered on the unique financial circumstances of private business owners, offering tailored wealth management, financial planning, and asset management solutions.
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Career

Work history

9-2024
Partner - Wealth Advisor
Manning & Napier
3-2012 - 9-2024
Co-Founder - Wealth Advisor
North Coast Wealth Partners of Raymond James
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
Bachelor of Arts
University of Dayton
Social presence
in
Behavioral profile

DISC profile (public)

i

Influence (I)

Influence (I) reflects the degree to which a person prefers to work by influencing or persuading others. Those scoring high tend to be people oriented, motivated by social recognition and building relationships.

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