Heather Zack

Heather Zack, JD, LLM, MSFP, CAP, is Private Client Services Solutions Strategist at Carson Group, where she focuses on advanced planning and client solutions. She holds advanced degrees in financial planning, estate planning and law, and previously served as director of high-net-worth clients at Commonwealth Financial Network. Earlier in her career, she held roles at Merrill Lynch and Investors Capital.

Zack draws on her decades of hard-won expertise to help advisors serving high-net-worth and UHNW families with estate, tax, charitable, and business-exit planning strategies. She is also a member of the leadership council at the UHNW Institute, a non-profit think tank committed to elevating standards in the wealth management industry.