Zachary Pipoly is a Financial Consultant at Manning & Napier. He is based in the Columbus area.

As a Financial Consultant, he is responsible for managing all aspects of client relationships, including investment-specific discussions and comprehensive financial planning.

With expertise in financial planning and wealth management, Zach employs a holistic approach to optimize gains and manage risk. Holding the Wealth Management Specialist (WMS), Accredited Asset Management Specialist (AAMS), and Chartered Retirement Planning Counselor (CRPC) designations, Zach offers comprehensive support in portfolio management, investment strategies, and retirement planning, focusing on wealth accumulation, asset allocation, and tax-efficient strategies to help his clients successfully navigate their unique financial circumstances and achieve both short- and long-term goals.

Outside of work Zach enjoys spending time outdoors, being active through fitness competitions, cheering on Ohio and Pittsburgh sports teams, writing music, and playing guitar. But his favorite pastime is quality time with his wife, Madeline, and their dog, Aggie.

Prior to joining Manning & Napier in 2024, Zach was a financial advisor at Raymond James and also worked at Key Private Bank. He earned his BS in Finance and Economics from the University of Dayton, and currently holds his Series 7 and 66 licenses.

Schedule a meeting with Zach