Zachary  Messina

Zachary Messina

Director | Senior Private Wealth Advisor

Zachary takes pride in helping people reach and maintain what’s important to them. He treats his clients like family and is deeply passionate about educating and directing them towards their financial goals. Zachary started his career with Chase Bank in 1999, as a Personal Banker for high net worth clients. He then pursued financial services and wealth management with Chase Bank and J.P. Morgan where he was a top producer, achieving national accolades.

Zachary joined Executive Wealth Management, LLC in 2013, dedicated to building, defending and advancing his clients wealth through proactive wealth solutions.

Zachary is a family man, married and blessed with five wonderful children. When not working, you can find him spending quality time with his family or enjoying a game a soccer. 

Team Members

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“Zach and his support team have been phenomenal. His management knowledge and skills have consistently outperformed the market every year. All transition requests have been fulfilled expeditiously without issue. My confidence in Zach is such that many family members have signed on with him. I not only consider Zach as my financial advisor but also a dear friend. Thank you Zach for all you do!”

-Phillip

Testimonial provided by a current client. No compensation was exchanged for this review or testimonial. There are no material conflicts of interest. Past performance does not guarantee future results, and every client's portfolio is different. All client experiences are unique and your experience with EWM may differ from that of these clients.

“We have been working with Zach for over 15 years and have the utmost confidence in him and his performance. He makes us feel like family and always has time for us. We cannot give any stronger endorsement or recommendation than to say we trust him implicitly and know he continually looks out for our best interests and has the results support that.”

-Lawrence

Testimonial provided by a current client. No compensation was exchanged for this review or testimonial. There are no material conflicts of interest. Past performance does not guarantee future results, and every client's portfolio is different. All client experiences are unique and your experience with EWM may differ from that of these clients.

“Zach and the team have been just outstanding. I can sometimes be high maintenance when it comes to my finances. Zach has taken the time to answer all of my questions, address my concerns, and provide solid guidance to exceed our financial goals. Zach is a great partner, and my wife and I are thankful to be working with him.”

-Eric

Testimonial provided by a current client. No compensation was exchanged for this review or testimonial. There are no material conflicts of interest. Past performance does not guarantee future results, and every client's portfolio is different. All client experiences are unique and your experience with EWM may differ from that of these clients.

“Zach has handled my investment accounts for over 25 years. He is trustworthy, caring, honest and ethical.”

-Deb

Testimonial provided by a current client. No compensation was exchanged for this review or testimonial. There are no material conflicts of interest. Past performance does not guarantee future results, and every client's portfolio is different. All client experiences are unique and your experience with EWM may differ from that of these clients.