Zac Inklebarger

I serve as an Advisor Services Coordinator, where I support advisors with a wide range of client transactions and day-to-day service needs across their book of business. In this role, I focus on providing attentive support and helping ensure requests are handled efficiently and accurately.

I earned my Bachelor’s degree in Business Administration, with a minor in Communications, from the University of Florida. Prior to joining the team, I gained experience at Charles Schwab and BNY Mellon Brokerage, where I worked as a Financial Services Representative assisting clients with transactional requests and account support.

Outside of the office, I enjoy golfing, fishing, staying active at the gym, following football, and spending time with friends.