Zachary Schubert, AAMS®
senior field supervision director at edward jones | branch manager | investments | compliance | financial services@ Edward Jones
Saint Louis, Missouri, United States
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Zachary Schubert, AAMS(r), is a highly experienced financial advisor with 11.4 years of work experience. Based in Senegal-Michigan-Saint Louis, he has a strong passion for helping others and a special interest in finance. Zachary has a background in the financial services industry, having worked as a summer intern with an Edward Jones financial advisor. He then transitioned to the Edward Jones branch office, where he served as a field supervision director and branch manager. Currently, Zachary supervises approximately 130 branch offices, ensuring firm policies and regulations are upheld. He enjoys playing an important role in ensuring client interests are first.
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Emails and Phone Numbers

@edwardjones.com
+1 314515****
+1 314515****
+1 302477****
+1 502412****
+1 314862****
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About

I have always had a passion for helping others. I also developed a special interest in finance at a young age. I decided to combine the two and make a career out of them. I started in the financial services industry as a summer intern with an Edward Jones financial advisor while I was in college. After graduating from Lawrence University with a degree in economics, I was fortunate enough to participate in a seven month financial advisor career development program prior to assuming control of an Edward Jones branch office in Wisconsin. After several years of providing human-centered complete wealth management to hundreds of households, I relocated to the Edward Jones headquarters in St. Louis, MO to become a field supervision director or branch manager. In my current role, I supervise approximately 130 branch offices to ensure that firm policies and regulations are upheld. I enjoy what I do because I play an important role in ensuring that our clients' interests always come first.

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Work Experience

12555 Manchester Road, St. Louis, MO, 63131, US

Financial Services

40732
Phone
+1 3145152000

Zachary Schubert, AAMS®'s Professional Milestones

  • Financial Advisor Intern (2015-06-01~2015-08-01): Assisted clients in achieving their financial goals and gaining valuable experience in financial management.

Education

The University of Arizona Global Campus
The University of Arizona Global Campus2019-2021
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