Z Advisory Innovations

David Zoellner Jr is a financial advisor at Z Advisory Innovations with five years of industry experience. He holds a Series 66 designation and previously worked at Newbridge Securities Corporation, Valvoline Instant Oil Change, Rockwells, Chief O' Neils, and The Dock on Montrose Beach. Z Advisory Innovations provides portfolio management and tailored investment services to individuals, high-net-worth clients, and business entities. The firm employs a non-discretionary approach to managing approximately $13.6 million in client assets, utilizing tactical asset allocation and fundamental analysis across a diverse range of investment vehicles, including mutual funds, ETFs, stocks, bonds, options, and alternative investments.

David Zoellner Sr. is a financial advisor at Z Advisory Innovations with 35 years of industry experience. He previously worked at Newbridge Securities Corp. for nine years before joining his current firm. He holds Series 63 and Series 65 licenses. Z Advisory Innovations provides portfolio management and tailored investment services to individuals, high-net-worth clients, and business entities. The firm employs a primarily non-discretionary management approach, using tactical asset allocation and fundamental analysis across a diverse range of investment products, including mutual funds, ETFs, and alternative investments.