Zachary Coggins, CRPC

Zach is a graduate of the University of South Carolina’s Moore School of Business, earning his B.S. in Business Administration with a focus in Finance. He began working with David in 2012, starting his career in life insurance before expanding into comprehensive retirement and investment planning. Over the years, Zach has guided families, business owners, and high-net-worth individuals as they work toward their financial goals. His niche is helping business owners—especially those who share his passion for hunting and fishing—build long-term, tax-efficient retirement strategies.

He later attended the College for Financial Planning, earning his Chartered Retirement Planning Counselor (CRPC) designation, and holds his Series 7 and 66 registrations. Today, he serves as a Financial Advisor and co-founding partner of Milestone Wealth Advisors, continuing his family’s third-generation legacy in financial guidance here in Columbia, SC.

Zach and David work as a team with every client, committed to making a meaningful impact before, during, and throughout retirement. Their planning philosophy centers on building highly personalized retirement strategies tailored to each client’s needs, goals, lifestyle, and family dynamics.

Outside the office, Zach’s time is devoted to his wife, Sullivan, and their two children, Grier and McCauley. He enjoys spending time outdoors, especially hunting, fishing, and playing golf—often participating in Amateur Players Tour events across the Southeast.

Zach is an active member of the National Association of Insurance and Financial Advisors (NAIFA-SC), where he serves on the board. He is a Leadership in Life Institute (LILI) graduate and has participated in the Young Advisor Team. He is also a qualifying member of the *Million Dollar Round Table for 2021–present.

Beyond his work in financial planning, Zach proudly supports Blood Cancer United, serving on its leadership committee to help raise funds for blood cancer research and patient support.

The Million Dollar Round Table (MDRT) is an independent association. Membership is based on production and does not qualify a financial professional to provide investment recommendations or advice. Inclusion in MDRT is not indicative of future success.