Role and Company
Wealth Planning Associate, UBS Financial Services
Expertise
3 years experience in financial services
Location
Austin, TX
About Zach
My name is Zach Sampson. I work for UBS Financial Services. I grew up in Tyler, Texas and attended the University of Arkansas and Texas Tech University. I have my masters in personal financial planning and also acquired my Certified Financial Planning designation. I have a passion for helping others which is why I enjoy the financial services industry so much. I provide expertise and guidance in a few areas of financial planning which include: estate planning, tax planning, asset management, wealth management and risk management.