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Zachary P
CFA®, Series 65
Perry, GA
Halley Hill Wealth Management LLC
Zachary Purvis is a CFA® charterholder and holds a Series 65 license with five years of industry experience. He has been the principal advisor at Halley Hill Wealth Management LLC since 2020 and previously worked at AgGeorgia Farm Credit, ACA from 2016 to 2020. Purvis also serves as an expert witness for legal cases. Halley Hill Wealth Management serves individuals, small businesses, and charitable organizations with financial planning, investment consultation, and portfolio management. The firm employs a core-and-satellite and Modern Portfolio Theory investment approach, primarily using ETFs and mutual funds, and provides quarterly account reviews along with educational workshops on personal finance and investing.
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