Client Login

Zach Sproles

Associate, Client Services

Email zach.sproles@crescentpw.com

Phone (919) 249-7566

Biography

I’m an Associate at Crescent Private Wealth, bringing over eight years of banking experience to my role. I specialize in customer service, credit analysis, and relationship management. My deep understanding of financial services allows me to offer thoughtful, personalized guidance tailored to each client’s unique financial goals.

I earned my Bachelor’s Degree in Economics from East Carolina University, where I developed a strong interest in market dynamics and financial systems. This academic foundation, combined with my professional experience, helps me navigate complex financial environments with both confidence and care.

As a proud East Carolina Pirate and a dedicated Carolina Hurricanes fan, I love attending sporting events, cheering on my favorite teams, and spending quality time with my wife and our four daughters. I strive to bring an approachable, service-oriented mindset to everything I do, and I’m proud to be part of the Crescent Private Wealth team.

Education

BA Economics

We are using cookies to give you the best experience. You can find out more about which cookies we are using or switch them off in privacy settings.
AcceptPrivacy Settings

GDPR

  • Financial Disclosures

Financial Disclosures

Check the background of your financial professional on FINRA’s BrokerCheck.

All investing involves risk, including loss of principal. There is no guarantee the investment process will lead to profits. Past performance of any security or strategy is no guarantee or indication of future results or performance. Market conditions change continuously.

Securities offered by Registered Representatives through Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC (“RFG Advisory” or “RFG”), a registered investment advisor. Private Client Services, Crescent Private Wealth and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place.

RFG Advisory is an SEC-registered investment adviser. SEC registration does not constitute an endorsement of RFG by the Commission, nor does it indicate that RFG or any associated investment advisory representative has attained a particular level of skill or ability.

RFG Advisory Part 3, Form CRS, RFG Advisory Form ADV, Part 2A, Investment Advisor Public Disclosure, RFG Advisory Privacy Policy.

The Registered Representative(s) of PCS referenced on this website may only conduct securities business in the states in which they are currently registered. For a list of a Registered Representative’s current registered states, please visit FINRA’s BrokerCheck.