Prudential Advisors recruited Cleveland-based financial advisor Zachary Karason from U.S. Bancorp Advisors, where he was responsible for more than $106 million in client assets. Karason joined Prudential through Columbus, Ohio-based Mid America Financial Group.
“Zach has built a respected wealth management practice, earning the trust of individuals, executives, business owners, and families through personalized advice and lasting relationships,” said John Begley, Managing Director, Prudential Advisors. “We are excited that Zach has joined our firm, where he will have access to an expanded and robust investment platform, enhanced planning resources, and industry-leading technology that will allow him to serve clients more effectively while increasing the efficiency of his practice.”
Karason, who has more than 12 years of financial services experience, started at Merrill Lynch and later worked as a Wealth Management Advisor at U.S. Bancorp Advisors.
“I wanted the freedom to run my practice in the way I believe best serves my clients,” said Karason. “My approach is grounded in transparency and education to help clients better understand and navigate what can be a complex financial world. With Prudential Advisors’ expanded support, innovative technology, and greater flexibility, I can deliver a more personalized client experience and offer objective, customized advice with fewer constraints.”
“I’m thrilled that Zach is joining our growing team in the greater Cleveland market,” said Pat Hynes, President of Prudential Advisors. “At Prudential Advisors, he will have all the tools and resources he needs to make a smooth transition and take his practice to the next level. We look forward to helping him thrive.”
Prudential Advisors supports more than 3,000 financial advisors. It is part of Prudential Financial, which has approximately $1.6 trillion in assets under management as of June 30.
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