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Our financial advice team


Zack Napier, Financial Advisor serving the Sandy Springs, GA area - Ameriprise Advisors

Zack Napier

MBA

Financial Advisor

RoseStone Wealth Advisors
19
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Business Retirement Plans
  • Insurance

Education

  • Bachelor of Arts, Accounting, Capital University, Columbus, OH, 1986
  • Master of Business Administration, Baylor University, Waco, TX, 2003

Awards & recognition

  • RoseStone Wealth Advisors, Ameriprise Client Experience Award, 2021-2023

Community participation

  • Rotary Club of Sandy Springs
  • Volunteering at our church.
  • Foster parent mentor.

Interests

  • Golf
  • Travel
  • Spending time with and taking care of my family.