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Zachary Duncan
Copperopolis
Summary
Retirement and wealth management professional with 13+ years of licensed financial services experience spanning financial advising, relationship management, retail banking leadership, and business development. Proven success managing complex client relationships, consulting on retirement and long-term financial strategies, and partnering across banking and investment teams to deliver comprehensive financial solutions. Experienced coaching and developing high-performing teams, driving client retention and growth, and navigating highly regulated environments with a strong focus on fiduciary-minded client service. Recognized as a top-performing relationship manager with a track record of building trusted client partnerships and collaborating across multiple business lines to achieve strategic objectives.
Overview
7
7
Certification
18
18
years of professional experience
Work History
Financial Advisor
Wells Fargo Advisors
Sonora, CA
10.2023 - Current
- Deliver retirement, investment, and wealth planning strategies for affluent and high-net-worth clients through a consultative, relationship-focused approach.
- Partner with retail banking leadership and multiple branch teams to strengthen client engagement, referral development, and long-term relationship growth initiatives.
- Mentor and coach bankers across multiple branches on financial conversations, relationship management, retirement planning strategies, and client acquisition within a regulated financial environment.
- Collaborate with cross-functional partners to provide integrated banking, investment, lending, and insurance solutions aligned with clients’ long-term financial objectives.
- Maintain strong focus on compliance, fiduciary standards, client experience, and retention of high-value relationships.
- Present complex financial concepts and retirement strategies in a clear, client-focused manner to support informed decision-making and long-term planning.
Senior Premier Banker II
Wells Fargo Bank, N.A. / Wells Fargo Advisors
Sonora, CA
03.2017 - 10.2023
- Managed and expanded a client portfolio exceeding $150MM in assets through consultative relationship management and personalized financial guidance.
- Advised affluent and high-net-worth clients on retirement planning, wealth accumulation, lending, and legacy-focused financial strategies.
- Partnered with investment, lending, insurance, and wealth management specialists to deliver comprehensive financial solutions and deepen client relationships.
- Developed strong referral partnerships and centers of influence to drive business development, retention, and long-term client engagement.
- Coached and mentored team members on relationship-building, business development, financial conversations, and client experience best practices.
- Collaborated across multiple business lines to support strategic growth initiatives and improve overall client outcomes.
- Recognized as a top-performing banker nationally, ranking within the top 2% for five consecutive years and earning multiple Golden Spoke awards.
Brokerage Associate
Wells Fargo Bank, N.A./ Wells Fargo Advisors
Sonora, CA
10.2013 - 03.2017
- Managed client relationships in a banking and brokerage environment, providing consultative guidance on banking, lending, and investment-related solutions.
- Supported affluent and high-net-worth households ranging from $100K to multi-million-dollar relationships.
- Partnered with financial specialists and branch leadership to identify client needs, deepen relationships, and support business growth initiatives.
- Delivered high-quality client service through needs-based financial conversations, ongoing relationship management, and proactive account support.
- Maintained strict adherence to financial industry regulations, compliance standards, and operational procedures.
Branch Manager
Wells Fargo Bank, N.A.
Stockton, CA
04.2010 - 10.2013
- Managed branch sales, operations, and team performance within a high-volume retail banking environment.
- Led business development initiatives focused on client acquisition, relationship growth, and financial services expansion.
- Coached and developed team members on sales effectiveness, operational excellence, compliance standards, and client experience.
- Oversaw daily operational risk management, service delivery, and adherence to regulatory policies and procedures.
Personal Banker
Wells Fargo Bank, N.A.
Sonora, CA
05.2009 - 04.2010
- Guided clients in selecting appropriate financial products to meet individual needs.
- Executed daily transactions with accuracy and efficiency, ensuring compliance with banking regulations.
- Developed and maintained strong client relationships through proactive communication and personalized service using needs-based financial discovery tools.
- Analyzed customer financial profiles to recommend tailored banking solutions and services.
Teller
Wells Fargo Bank, N.A.
Sonora, CA
08.2008 - 06.2009
- Processed customer transactions efficiently while ensuring compliance with banking regulations.
- Assisted customers with account inquiries, fostering strong relationships and enhancing satisfaction.
- Maintained accurate cash drawers and balanced daily transactions to uphold operational integrity.
- Identified and resolved customer issues promptly, improving service delivery and client retention.
Education
High School Diploma -
Skills
- Relationship Management
- Retirement Planning
- Wealth Management
- Client Retention & Growth
- Financial Consulting
- Business Development
- Executive Communication
- Cross-Functional Collaboration
- Team Leadership & Coaching
- Regulatory & Compliance Oversight
- High-Net-Worth Client Management
- Strategic Partnership Development
- Financial Wellness
- Referral Network Development
Certification
- Series 7
- Series 6
- Series 63
- Series 65
- Securities Industry Essentials (SIE)
- California Life Insurance License
- California Driver’s License
Timeline
Financial Advisor
Wells Fargo Advisors
10.2023 - Current
Senior Premier Banker II
Wells Fargo Bank, N.A. / Wells Fargo Advisors
03.2017 - 10.2023
Brokerage Associate
Wells Fargo Bank, N.A./ Wells Fargo Advisors
10.2013 - 03.2017
Branch Manager
Wells Fargo Bank, N.A.
04.2010 - 10.2013
Personal Banker
Wells Fargo Bank, N.A.
05.2009 - 04.2010
Teller
Wells Fargo Bank, N.A.
08.2008 - 06.2009