Our Team

Zachary C. McGill, CFP®

Zachary C. McGill, CFP®, Managing Director

Zachary McGill, CFP® began his career with Joel Isaacson & Co. in 2007. He enjoys providing comprehensive financial and tax planning to high net worth individuals and families. A few of his areas of expertise include advising executives on strategic management of employee stock awards as well as cash flow management and planning.

In 2023, Zachary received recognition from Forbes “Best-In-State Wealth Advisors” & “Top Next-Gen Wealth Advisors” rankings for NYC.

Originally from Southern California, Zachary received his BS from the Leeds School of Business at the University of Colorado at Boulder in 2006. He earned his Certified Financial Planner (CFP®) designation in 2011, and is an active member of the Financial Planning Association and The National Association of Personal Financial Advisors.

Zachary lives with his wife and children in New Jersey and enjoys traveling and outdoor activities.

It is extremely gratifying work partnering with our clients to help them realize and achieve their financial goals.

Experienced professionals

Helping clients realize their dreams through objectivity and personal accountability.