Registered Sales Associate
Mr. Zym graduated with honors from William Paterson University’s Cotsakos College of Business with a Bachelor of Science in Financial Planning.
Mr. Zym has held various positions with registered investment advisors including; client relationship manager, investment operations associate and paraplanner. He maintains his CFP® (Certified Financial Planner) designation as well as his AIF® (Accredited Investment Fiduciary) designation. Mr. Zym has his Pennsylvania State life, accident & health insurance license as well as his FINRA series 7 & 66.
He enjoys traveling, spending time with his family as well as outdoors. Mr. Zym completed the Appalachian trail in 2019, hiking 2200 miles from Georgia to Maine.