Zach Muhr

Zach T. Muhr
Vice President Financial Consultant Truist Investment Services, Inc.
The Leonzi Group of Truist Investment Services, Inc.

645 W Hamilton St

Suite 1000,

Allentown, PA 18101-2108

Zach.Muhr@Truist.com

Phone 484-223-4189

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About me

Background

As a Financial Consultant, Zach Muhr offers clients guidance on financial services, retirement planning, and investment management. Prior to becoming a client-facing advisor, Zach focused on building financial models for clients, trading, and research. Zach began his role with Truist as an intern in 2015, prior to earning a bachelor’s degree in finance from James Madison University. A native of Allentown, Pa., he is active in the United Way of the Greater Lehigh Valley. Zach holds the Preferred Portfolio Management (PPM) designation and is in the process of earning the Accredited Investment Fiduciary (AIF) designation.  

Investment Advisor Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

B.S. in Finance
James Madison University 2012 2016

Personal Interests

Zach is active in the United Way.

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

Accomplishments

Best-in-State Wealth Management Team*
Forbes 2023
Best-in-State Wealth Management Team*
Forbes 2024
*Each team of advisors is chosen by SHOOK Research based on an algorithm of qualitative and quantitative criteria, including: in-person interviews, industry experience, compliance records, revenue produced and assets under management. The award was presented on January 2024 and is based on the aforementioned criteria through the calendar year preceding the award date.

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