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Heather Zack


Manager, Advanced Planning

Heather joined Commonwealth in June 2011. In her role as the manager of Advanced Planning, she leads a team of consultants dedicated to supporting advisors on issues involving estate, charitable, tax, social security, and education planning.

Heather earned an MS in financial planning from Bentley University; an LLM in taxation from Boston University, with a concentration in estate planning; a JD from the University of San Diego, with a concentration in corporate and securities law; and a BS in business administration from Endicott College. Before joining Commonwealth, she held positions at Bank of America Investment Services/Merrill Lynch and Investors Capital. Heather holds FINRA Series 7, 9, 10, and 63 securities registrations as well as the Chartered Advisor in Philanthropy® (CAP®) certification.