Zachary Brodt

“At our core, we’re driven by a deep sense of responsibility and honor in being chosen to safeguard the legacies of our clients. We see wealth as a representation of endless possibilities and opportunities to make a positive impact. When we work with our clients and their families, we always strive to live up to their trust and help them unlock their wealth’s full potential.”

Originally from the Big Sky country of Montana, Zachary has been a resident of Scottsdale, Arizona for the past thirty years. In high school, he received several NCAA division I scholarships for basketball. Instead, Zachary chose to play for a two-year program in hopes of receiving an offer from a top-ranked, four-year university. Ultimately, he graduated with honors from the W.P. Carey School of Business at Arizona State University with a major in Finance.

While attending college, Zachary interned with a large brokerage team at UBS for over two years. Upon graduation, he worked with a local financial services firm and eventually became a partner. Over the past eight years of building his practice, Zachary worked at Raymond James and First Financial Equity Corporation in order to fully realize his professional dream of opening his own boutique business.

Zachary and his wife Marisa have two wonderful children. Their daughter Hudsen attends Xavier College Preparatory, and their son Crew attends St. John XXIII Catholic School. Zach and his family live in the Silverleaf community where he has been a golf member of the club since 2015. He could use some work on his short game, though.