portrait of Zachary Charlton

About Zachary

As an Edward Jones financial advisor, I believe it's important to invest my time to understand what you're working toward before you invest your money. It's also important to understand the level of risk you're comfortable accepting when investing so we can balance it with the steps necessary to reach your long-term goals.

Whether you're planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, we can work together to develop specific strategies to help you achieve your goals. We can also monitor your progress...

Focus Areas

  • Education savings strategies
  • Retirement income strategies
  • Retirement savings strategies
  • Wealth protection strategies

Personal Interests

  • Golfing
  • Hiking
  • Traveling

Send Me a Message

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Office Information

More to explore

My priorities

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help.

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Setting your path

We use an established process to help you reach your goals.

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