CLIENT LOGIN
ZACH GAY
2244
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Locally Commited:

Family Services of Boyle County, Treasurer

EDUCATION

Eastern Kentucky University (B.B.A. Management)
$2023
We Are WealthSouth.

ZACH GAY

Contact Info

Investment Management Associate
859-238-0669

Core Philosophy:

I am committed to taking a comprehensive team-based approach in pursuit of helping our clients achieve their individual goals. I strive to build strong relationships with each client to better understand their situation and how to approach it. I am devoted to continuous education regarding how I can best help our clients with their financial goals.

Primary Responsibilities:

  • Works directly with trust clients to review and explain trust plan, performance and answer questions
  • Prepares trust’s tax returns, including Kentucky Inheritance and Federal Estate Tax returns
  • Maintains trust’s records

 

DANVILLE TEAM

FOR CONTACT INFORMATION