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Zachary S

Series 66

Ionia, MI

Edward Jones

Zachary Sheehan is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and has previously worked at Clarkston Consulting and Akcea Therapeutics. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) Business succession planning General estate planning guidance Planning for children with special needs Founder/Business Owner Doctor or Medical Professional Intergenerational Families
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