Kip is the Managing Partner and Founder of Zebroski Private Investment Management with over 25 years of experience working in the wealth management industry.

Before establishing his own practice Kip worked for Manulife/ John Hancock on the institutional side of the financial industry and established Legacy Trust Family Wealth Offices. As an entrepreneur Kip used his experience and knowledge of different sectors of the financial industry to create a boutique practice where personalized service and performance is of the utmost importance. He is highly skilled in the implementation and knowledge of investments, portfolio construction, estate planning strategies, insurance, and tax strategies. By building his own team of professionals to work with Kip guides his clients through their goals seamlessly.

Known for his honesty, transparency and trust, Kip has built his practice specializing in working with high net-worth families, and successful entrepreneurs and their businesses. 

As a leader in the wealth management industry Kip has been used as a resource on National Public Radio (NPR), Fox 30 News, Florida Trend, Jacksonville Business Journal, Jacksonville Times-Union, 904 Magazine and Jacksonville Living.

Kips’ work values coincide with his personal life where he has served on several boards including The Ponte Vedra Cultural Center and The Daniel Foundation. He has coached junior developmental football and can be found at any football game supporting The Bolles School, Washington University in St. Louis, the Green Bay Packers or wherever his sons might be playing.

Most of Kip’s time is spent in the Jacksonville Florida area, the mountains of North Carolina or southern Connecticut with his wife Sarah and two sons, James and William. In his free time Kip enjoys traveling, collecting art, boating, fine dining, shooting skeet and spending time with his friends and family.

 

Wells Fargo Advisors Financial Network is not a legal or tax advisor.