Private Client Specialist

Zachary Carter joined Montgomery & Associates Insurance & Financial Services in January 2017 as their Private Client Specialist.

Zachary’s passion and drive revolve around educating professionals on risk management. His specializations include high net-worth personal insurance, family offices, fine art coverage, trust and asset protection, personal liability coverage, family cyber security & net-worth protection.  He has a strong working knowledge of affluent markets and customers’ needs which has enabled him to create and implement innovative solutions for his clientele.

Zachary moved from Chicago to Nashville at the end of 2016 with his beautiful wife Misty and three adorable children: Logan, Lorelei & Adaline. Zachary is an active member in his community, a sports enthusiast, enjoys riding his motorcycle and, above all, loves spending time with his family. 

Private Client Services Page

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