About Zach

Zach Mullaney is a Senior Client Associate with J.P. Morgan Wealth Management.

As a member of The Reiser Wealth Management Group, he provides customer service and administrative support for high-net-worth individuals and families. Zach's responsibilities include preparing financial documents, distributing research, and coordinating the operational aspects of the team. He works diligently to deliver an excellent customer experience.

Zach graduated from Bentley University with a B.S. in Finance. With 2 years of experience in financial services, he began his career in 2021 at Fidelity Investments as a Client Associate. He joined J.P. Morgan in January of 2023 and holds FINRA Series 7 and 66 securities licenses.

Zach currently lives in Westwood, Massachusetts. Outside of the office, he enjoys spending time with his family and friends, traveling, staying active in the gym, and skiing.

Retirement

3 ways to stay active while in retirement

April 16, 2024Staying active in retirement is important. Here’s how you can stay energized, put your expertise to use and keep your finances in check in retirement.Read Now
Wealth Planning

Four mistakes with life insurance you don’t need (or want) to make

April 16, 2024Purchasing life insurance can feel overwhelming, but following these guidelines can make this important decision on your family’s future well-being more straightforward.Read Now
Outlook

Quick Shot: Geopolitical unrest: Assessing market implications

April 16, 2024As tensions in the Middle East escalated this weekend, what does that mean for the economic and market landscape?Read Now