Meet Joe Zarzycki: BNA Institutional Wealth Managing Director

Professional Background

Joe Zarzycki, CIMA®, joined the  BNA Wealth team on June 2, 2025, bringing with him over 25 years of experience in institutional retirement plan consulting and investment management. Prior to BNA Wealth, Joe served as an Institutional Trust Officer with First Citizens Bank. Throughout his career, he has worked closely with corporations, nonprofits, and municipal governments, delivering strategic advice and fiduciary consulting across retirement plans, diversified investment portfolios, and fixed income strategies.

At BNA Wealth, Joe is committed to establishing disciplined, fiduciary-driven processes designed to strengthen and grow the firm’s institutional client relationships.

Joe earned his Bachelor of Science in Business Economics from Liberty University. He holds the Certified Investment Management Analyst® (CIMA®) designation from the Investments & Wealth Institute and a Certificate in Financial Planning from The American College of Financial Services. He also previously held the Chartered Retirement Plan Specialist® (CRPS®) designation through the College for Financial Planning. His licensing includes the SIE, Series 6, 63, and 65, along with North Carolina Life, Health, and Variable Annuity insurance licenses.

Personal Life

Joe and his wife, Sher, have three children and reside in Huntersville, North Carolina. Outside of his professional life, Joe enjoys golf, dirt biking, hunting, and the occasional scuba diving trip. As a light-hearted trade-off for his adventurous hobbies, Joe has sent Sher on two trips to Italy with her friends in recent years.  

Let’s Connect

Joe is eager to meet BNA Wealth’s clients and share his expertise in institutional retirement planning and investment management. You can reach him directly at:

📧 Email: joe@bnawealth.com

🔗 Learn more about his background and experience:
Joe Zarzycki – Institutional Consultant at BNA Wealth

🔗 Connect with him on LinkedIn:
View Joe’s LinkedIn Profile

We’re confident that Joe’s depth of knowledge and commitment to fiduciary excellence will be a valuable asset to your financial journey. Welcome to the team, Joe!

Contact BNA Today

If you’re a business owner looking for reliable financial guidance, we’re just a call away. Reach out to us at (803) 366-8371 or email us at success@bna.com to see how we can support your goals.

BNA: Smarter Finances, Mastering Wealth Management