Broker Check
Zachary Yates

Zachary Yates

Financial Advisor

Professional Experience:

Zachary is a graduate of the University of South Florida where he earned a Bachelor's degree in Finance.  During his time at USF he participated in the Real Estate Society and completed an internship focused on financial modeling.  Following graduation, he began his career in the financial services industry where he administered private self-directed retirement accounts.  Zachary's attention to detail and excellent customer service served him well in this role, but he wanted to expand his knowledge and focus on holistic financial planning.  This desire coupled with his strong interest in helping others improve their financial situations led him to join OMNI Financial Services as a Financial Professional.  

Zachary grew up in Minnesota before moving to Florida in 2014.  When he is not in the office serving clients, he is typically writing music, meeting new friends and kayaking through the beautiful waterways of Tampa.  

Credentials:

General Securities Representative – Series 7
Investment Advisor Representative - Series 66
Life, Health and Variable Annuity Insurance Agent
Bachelor of Science – Finance – University of South Florida

Professional Services:

Business

Business Succession Strategies
Business Valuation Analysis
Buy/Sell Agreements and Funding Strategies
Executive Compensation and Incentive Plans
Key Employee Protection and Retention Strategies
Employee Benefits
Business Retirement Plans


Personal

Family Protection Strategies
Risk Management
Retirement Plans
Investment Strategies and Wealth Management
Education Funding
Estate Planning
Charitable and Gifting Strategies

Zachary Yates is a registered representative with Cetera Advisor Networks, LLC.