Zachary Davis

Para Planner

Zack joined Coastal Financial as a Para Planner after serving as a Financial Services Representative at Mayflower and Baystate Financial. With two years of cumulative experience in the financial services sector and a producer who holds his insurance license, Zack is dedicated to assisting our financial advisors in creating tailored financial guidance.

His passion for helping individuals navigate their financial landscapes is evident in the care with which he constructs plans outlined by our financial planners, where he seamlessly blends academic excellence and practical industry knowledge. Graduating Magna Cum Laude from the University of Massachusetts Lowell, Zack combines his educational foundation with hands-on experience to contribute effectively to Coastal Financials’ commitment to personalized financial solutions.