Isaac (Zack) Cockfield entered the financial services industry in 1999 as a Financial Consultant and has had the honor and privilege of teaching, coaching, and counseling clients and other advisors on investments and other financial planning issues since. Zack started his career working at Merrill Lynch as a financial consultant and has experience working as an advisor to clients, a Regional Sales Director assisting other advisors and most recently as a Financial Counselor assisting service-members in the Military and Family Life Consultant program.
In 2003 Zack earned the Certified Financial Planner Designation. In May of 2010 he founded Southeastern Financial Consultants Inc as a comprehensive financial planning firm but one that focused on business owners.
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Marilyn started her career as a financial advisor at Dean Witter in early 1998. The following year Dean Witter and Morgan Stanley merged. After 9 more years of working with clients at Morgan Stanley and 5 years working with clients at Merrill Lynch, Marilyn decided to move her practice to the largest independent network of financial advisors (LPL Financial)* where she advised clients until retiring from being an advisor in 2017. Marilyn continues to serve our clients as a Client Service Associate.
I have been in the financial services business for almost nine years. I’ve done different jobs working at LPL, starting with Transitions Specialist and most recently as an Admin. I enjoy my job as an Admin the most. It allows me to meet many people, to help assist the advisors with any client, reports, open new accounts and special projects. It allows me to learn something new every day. I also have an eleven-year-old girl who keeps me busy and on my toes!
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