Zach Samples is a Senior Client Experience Manager with Merlin Wealth Management at Rockefeller Capital Management. Prior to joining MWM in February 2022, he had 10 years of operations experience with four years at FSC securities (now Advisor Group) as a senior operations analyst. His experience was primarily spent training new hires as well as financial advisers on the operational processes and procedures of the industry.
A native of Georgia, Zach grew up in North Georgia and enjoys all things outdoors. His favorite hobbies include playing soccer and golf, as well as running trail races. He received a soccer scholarship to the university of North Georgia where he graduated with a bachelor’s degree in Finance and holds his series 7, 63 and 24 licenses. He also works very closely with the Pet’s for Vet’s organization, which provides service dogs to our veterans from the armed services community.