Advisors at this firm
Alicia B
Series 63, Series 65
Richmond, VA
Z3 Capital Partners
Alicia Borghi is a financial advisor at Z3 Capital Partners with 31 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Raymond James Financial Services Advisors Inc. and Wells Fargo Advisors. Z3 Capital Partners is a registered investment adviser serving individuals, including high net worth clients, as well as family offices, trusts, estates, private foundations, and business owners. The firm employs a structured investment approach called the “Financial House,” focusing on fundamental analysis and active portfolio management tailored to client objectives and tax considerations.
Scot M
Series 63, Series 65
Richmond, VA
Z3 Capital Partners
Scot Morris is a financial advisor at Z3 Capital Partners with 39 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Raymond James Financial Services and Wells Fargo Advisors. Outside of advising, he is involved with his wife’s vintage furniture business, Mid Century Morris. Z3 Capital Partners provides discretionary investment management and integrated financial planning to individuals, including high net worth clients, as well as family offices, trusts, estates, private foundations, and business owners. The firm manages institutional-scale assets and employs a structured investment approach called the “Financial House,” which segments portfolios into tiers based on income, growth, and high-growth opportunities.
Gareth M
Series 66
Richmond, VA
Z3 Capital Partners
Gareth Mancini is a financial advisor at Z3 Capital Partners with two years of industry experience. He holds a Series 66 designation and previously worked at Raymond James Financial Services, Inc. and Davenport & Company LLC. Z3 Capital Partners is a registered investment adviser that provides discretionary investment management and integrated financial planning to individuals, including high net worth clients, as well as family offices, trusts, estates, private foundations, and business owners. The firm emphasizes fundamental analysis and active portfolio management through its “Financial House” framework, offering customized allocations and ongoing account monitoring.
