Heather Zack, JD, LLM, MSFP, CAP®

Heather Zack, JD, LLM, MSFP, CAP, is an SVP, Private Client Services 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 advisers 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 nonprofit think tank committed to elevating standards in the wealth management industry.

Carson Group manages over $60 billion in assets and serves more than 60,000 client families among its advisory network of 165-plus partner offices, including more than 50 Carson Wealth locations.

Website: www.carsongroup.com