Heather Zack JD, LLM, MSFP, CAP®

SVP, Private Client Services- Solutions Strategist at Carson Group

Heather is SVP, Private Client Services- Solutions Strategist at Carson Group. In that role, she empowers advisors to better serve HNW and UHNW clients by leveraging in-house resources, expanding services and capabilities through strategic partnerships, and cultivating the knowledge and skills needed to address these clients’ complex needs. Heather earned an MS in financial planning from Bentley University; an LLM in taxation from Boston University, with a concentration in estate planning; a JD from the University of San Diego, with a concentration in corporate and securities law; and a BS in business administration from Endicott College. Before joining Carson, she held positions at Commonwealth Financial Network, Bank of America Investment Services/Merrill Lynch and Investors Capital. Heather holds her FINRA Series 7, 9, 10, and 63 securities registrations, as well as the Chartered Advisor in Philanthropy® (CAP®) certification.