Heather Zack, JD, LLM, MSFP, CAP®

Manager, Advanced Planning

  • Serves as a resource for advisors on issues involving estate, charitable, tax, social security, and education planning
  • Holds the Certified Advisor in Philanthropy® (CAP®) certification as well as the FINRA Series 7, 9, 10, and 63 securities registrations
  • Earned a bachelor’s degree from Endicott College; a JD from the University of San Diego; an LLM (Master of Laws) in taxation with a focus on estate planning from Boston University; and an MS in financial planning from Bentley University
  • Has prior experience in positions at Bank of America Investment Services/Merrill Lynch and Investors Capital, as well as extensive operations experience at Commonwealth