Zachary Sheehan
Advisor at Edward Jones
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Expertise
Retirement plans for business owners (SEP, solo 401k)
Business ownership considerations
Business succession planning
General estate planning guidance
Planning for children with special needs
Occupation focus
Doctor or Medical Professional
Founder/Business Owner
Demographic focus
Intergenerational Families
Work history
Edward Jones
2021 - Present (5 years)
Clarkston Consulting
2020 - 2021 (1 year)
Unemployed
2020 - 2020 (1 year)
Akcea Therapeutics
2019 - 2019 (1 year)
Ebenezer's Pub
2018 - 2018 (1 year)
Babson College
2017 - 2020 (3 years)
Babson College
2016 - 2020 (4 years)
Lovell Recreation Department
2013 - 2018 (5 years)
Center Lovell Market
2012 - 2018 (6 years)
Full-Time Student
2011 - 2016 (5 years)
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