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Richard Zangara
Richard Zangara is the esteemed Founder and Managing Director of IvyCrest Private Wealth, a wealth management services practice. Hailing from North Brunswick, New Jersey, Richard is deeply committed to nurturing enduring client relationships, comprehending their distinct financial aspirations, and empowering them to realize their financial objectives. Richard specializes in retirement income planning and multi-generational wealth transfer, helping clients in Central New Jersey structure a lasting financial legacy for their families. With a Bachelor’s Degree from Central Connecticut University, he adeptly employs his experience to steer clients towards the growth, safeguarding, and strategic distribution of their wealth. Richard distinguishes himself in the industry through his unwavering dedication to excellence and personalized client care, built on decades of hands-on experience guiding clients through every stage of their financial journey.
Looking ahead, Richard envisions a trajectory of sustained growth and success for IvyCrest Private Wealth, envisioning a seamless transition for his son as an integral part of the family business, helping to perpetuate a legacy of trusted financial stewardship for future generations. During his leisure hours, Richard finds solace in the pursuit of leisurely activities such as golfing, cultivating his garden, and relishing the thrill of attending sporting events.
Education & Credentials:
- Graduated from: Central Connecticut University
- Degree: Major in Marketing
Personal Life & Interests:
- Married to Colleen; proud father of one son, Richard
- Enjoys family activities such as watching his son play baseball
- Hobbies include golfing, gardening, and attending sporting events
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Sandra Zakhary
Sandra Zakhary brings a depth of experience and a deeply personal approach to wealth management and financial planning as Co-Founder and Director of Investments at IvyCrest Private Wealth. With a Bachelor’s Degree in Economics and a Minor in Communications from Rutgers University, Sandra has honed her skills through years of service, most recently at Wells Fargo Advisors. Sandra focuses on financial planning for families and working parents, helping clients balance day-to-day financial demands with long-term goals like retirement savings and college planning. She is passionate about crafting personalized financial plans that help provide a sense of financial independence and well-being for her clients as they work toward fulfilling their financial goals.
Sandra’s role at IvyCrest is not just about managing wealth; it’s about building lasting relationships. As a wife and a busy mother of three daughters, including twins, she deeply understands the challenges her clients face in balancing life’s demands with financial aspirations. She is actively involved in her daughters’ dance team, gymnastics, and travel soccer activities. Sandra keeps active to support her mental and physical health and participates in church activities. Her personal mission is to empower families to create robust financial foundations, helping them to provide for their children and enjoy a prosperous retirement.
Sandra treats clients like family and is involved in their personal milestones and celebrations.
Education & Credentials:
- Graduated from: Rutgers University
- Degree: Major in Economics, Minor in Communications
Personal Life & Interests:
- Married with three daughters
- Active in her daughters’ dance and sports teams, including dance team, gymnastics, and travel soccer
- Working out for self-care, involved in church activities
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Michael Stanley
Michael Stanley is a Senior Client Relationship Manager at IvyCrest Private Wealth, where he works enthusiastically with the team to help clients along their journey to financial independence. A Rutgers University graduate, Michael holds a Bachelor’s Degree in Economics with a Minor in Spanish, giving him a broad understanding of financial markets. He began his finance career at Wells Fargo Advisors under the mentorship of Rich Zangara and Sandy Zakhary, who taught him the importance of client-focused wealth management.
At IvyCrest, Michael is dedicated to solving complex problems and helping clients with the operational details involved in account management. Michael supports clients through the technical side of account servicing, transfers, and paperwork, so IvyCrest’s advisors can stay focused on planning strategy and client relationships. His motto, “Stay positive and love your life,” shapes his professional and personal approach. Michael enjoys helping the team find creative solutions for clients and he thrives on providing exceptional service. Outside of work, he stays informed about industry trends and continually seeks to enhance his experience, making him a valuable resource for clients navigating the operational complexities of wealth management.
Education & Credentials:
- Graduated from: Rutgers University
- Degree: Major in Economics, Minor in Spanish
Personal Life & Interests:
- Married with two daughters
- Coaches youth sports and enjoys supporting local arts and community events
- Avid fan of Rutgers University sports and the NY Jets, collects vinyl records, enjoys grilling and smoking foods, and visiting craft breweries
