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Zachary G
Series 63, Series 65
Bloomington, IL
Rooted Wealth Advisors
Zachary Gray is a financial advisor at Rooted Wealth Advisors in Bloomington, IL, with 18 years of industry experience. He holds the Series 63 and Series 65 licenses and has previously worked at several firms, including Wall Street Financial Group and AE Wealth Management. Outside of advising, he owns a livestock supplement business and is an author. Rooted Wealth Advisors manages approximately $408.8 million in discretionary assets, providing investment management and comprehensive financial planning to individual and high-net-worth clients. The firm uses a team approach and emphasizes fundamental analysis and client-specific investment policies.
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