Broker Check
Zach  Carvalho

Zach Carvalho

Portfolio Strategist

Zach serves as a Portfolio Strategist for SG Long Financial and has been in the financial services industry since joining SGL as an intern in 2013.

Zach has called Montana home his entire life, but holds a place in his heart for the South, having spent many a summer visiting family in Georgia (go Dawgs). Zach enjoys taking part in community events around Missoula and served as Treasurer for the local Head Start chapter from 2019-2022. He is also an avid artist whose work can be seen hanging in the SGL offices.

Education: B.S. in Finance from the University of Montana, Missoula (2014).

Licenses: Series 7 and 66