About Zachary

Zachary Curtis is an Investment Associate with J.P. Morgan Wealth Management. As a member of Fagan & Boshart Wealth Management, he provides operational and customer service support for high net worth individuals & their families, corporate executives, and small business owners. Zack's responsibilities include onboarding procedures, alternative investments, and developing goals-based planning strategies. He works diligently to deliver an excellent customer experience.

Prior to joining J.P. Morgan in 2018, Zack graduated from Bridgewater State University with a B.S. degree in Accounting & Finance and a Minor in Management. He was head of the University's Student-Managed Investment Fund and led many projects for the Endowment Fund where he gained valuable professional and analytical skills. Zack received his CERTIFIED FINANCIAL PLANNER™ designation in 2021 and also holds FINRA Series 7, and 63 licenses.

Zack lives in Bridgewater, Massachusetts, and in his free time enjoys spending time with family and friends, being outdoors, and cycling. Zack found his passion for cycling after participating in the Rodman Ride for Kids in 2011. He has since competed in over 150 races and turned professional in 2016.

CFP® Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Insights

Investing

November Wrapped

December 1, 2022Historically, the month of November tends to be a strong one for the equity market. This year was (perhaps surprisingly) no different.Read Now
Wealth Planning

We need to talk:  Communicating your estate plan with your family

November 20, 2022Your estate planning shouldn’t be a secret. Communicating your wishes is important. Keep reading to learn more.Read Now
Investing

Market Thoughts: We've never seen a cycle like this before

November 17, 2022Here’s how we’re navigating the uncertainty — and what we expect to see next.Read Now
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.