John B. Zachary


John B. Zachary – CFP®
Financial Planning Services Director





  • Organizes clients’ personal financial data into strategic plans
  • Maintains and updates clients’ financial plans
  • Calculates projections and runs planning reports
  • Handles financial planning software

Professional Licenses:
FINRA Series 7 and 66 securities registrations

John is our director of financial planning services. As a CERTIFIED FINANCIAL PLANNER™ professional, John’s primary role is to manage the firm’s comprehensive financial planning process. John graduated from the University of North Carolina Wilmington in May 2009 with a BS in finance and management. Throughout his college career, John worked for Harris Teeter as an accounting assistant and customer service clerk in the accounting department. He also previously owned and operated his own business—an online retail store that sold sporting apparel and accessories. John is a member of the Financial Planning Association (FPA), the Surfrider Foundation, and the Appalachian Trail Conservancy. Currently, John is participating in the 2016-17 class of Leadership Wilmington through the Wilmington Chamber of Commerce.

John is one of the rare Wilmington residents who was born and has lived here his entire life—he loves all the things that this area has to offer. John is very close to his family; all who still live in Wilmington, including his mother; his twin brother, Chris; older brother, Billy; younger brother, Parker; and sister, Rachel. John and his wife, Allie, welcomed their daughter, Piper, into the world in July 2015. In their free time, they enjoy spending time outdoors with their two dogs, Mya and Boo Radley. John focuses on living an active lifestyle by surfing, hiking, golfing, and traveling.