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Zachary Perret

Financial Planner

Zak began his career in Financial Services at Edward Jones in Katy, Texas, and he has experience at JP Morgan Chase and E*TRADE, where he worked with affluent clients, addressing their complex financial needs. He is an Air Force Veteran and served in the military Intelligence community, and later got his MBA from the University of Saint Thomas in Houston, Texas. He is a CERTIFIED FINANCIAL PLANNER™ professional, and he joined the team at Mercer Advisors to practice comprehensive financial planning. Zak has a passion for education and personal development.

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