Heather Zack, JD

Heather Zack, JD

Advanced Planning Consultant

  • Serves as a resource for advisors on issues involving estate, charitable, tax, social security, and education planning
  • Holds a bachelor’s degree from Endicott College and a JD from the University of San Diego; is currently pursuing an LLM (Master of Laws) in taxation with a focus on estate planning at Boston University
  • Holds FINRA Series 7, 9, 10, and 63 securities registrations
  • Has prior experience in positions at Bank of America Investment Services/Merrill Lynch and Investors Capital, as well as extensive operations experience at Commonwealth