Zach began his career in financial services in 2000 as an intern for Morgan Stanley's trading department in New York City. After graduating from the University of Texas at Austin in 2001 with a degree in Economics, Zach earned his law degree from the Sturm College of Law at the University of Denver.
While in law school Zach focused on estate planning by working for Bank of America's trust department in Dallas, TX and with the estate planning firm of Ambler and Keenan in Denver, CO. After passing the Colorado State Bar, Zach joined Banc of America Investment Services as a financial adviser in Scottsdale, AZ.
In 2009, Zach decided to return to his roots in Dallas and worked for Chase Investment Services as a financial adviser before completing his long term goal of joining DAG to work with his father and Stubbs.
Like his father and Stubbs, Zach is committed to the community and most notably was as a committee member for the Fiesta Bowl in Scottsdale , AZ.
Zach is an avid golfer and overall sports enthusiast. His is also a proud owner of a chocolate Labrador Retriever.
IRA.com Financial AdvisorAbout Zachary M.
Zach Allen is a partner of Disciplined Advisors Group (DAG). He is responsible for overseeing day to day operations, service, and cultivating relationships in the community and business arenas in the Dallas, TX branch of DAG.
Contact Zachary M. »How I can help you pursue your financial goals
Zachary M.'s Location
Find Zachary M. on the Web
Zachary M.'s WebpageStill need help? There are tons of free resources over in our Savings Center »
If you are looking to open an IRA, click here to find the plan that works for you »
