Zachary Whalen

Zachary Whalen

Branch Operations Manager

Zack was born and raised in Central New York, attending high school at Jamesville-Dewitt and college at Syracuse Univesity, whjere he majored in Psycholgoy and was a member of the track and field team.

After spending ten years as an operations supervisor, he transition to a career as a financial professional with Equitable Advisors, helping clients reach their financial goals and protect their assets.  By joining the Equitable team, he has become a 3rd generation advisor, following in the footsteps of his father and grandfather.  Recently, Zack transitioned back into an operations role, as the Branch Operations Manager.

Zack is a volunteer EMT in the Manlius Fire Department.

Securities and investment advisory services offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Phone (315) 4256362
Fax (315) 425-6360