Prudential Advisors has added Zachary Karason, a Cleveland-based financial advisor responsible for more than $106 million in total client assets, to its Mid America Financial Group.
Karason joins from U.S. Bancorp Advisors and brings more than 12 years of financial services experience.
He began his career at Merrill Lynch, where he became an Assistant Vice President, before joining U.S. Bancorp Advisors as a Wealth Management Advisor.
Karason works with individuals, executives, business owners and families, providing personalized wealth management advice focused on transparency and financial education.
At Prudential Advisors, Karason will gain access to the firm’s open-architecture investment platform, financial planning resources, technology and operational support.
He joins Prudential Advisors through Mid America Financial Group, which is headquartered in Columbus, Ohio, as the firm continues to expand its presence in the greater Cleveland market.
Prudential Advisors supports more than 3,000 financial advisors nationwide.
Its parent company, Prudential Financial, had approximately $1.6 trillion in assets under management as of June 30, 2026, with operations across the United States, Asia, Europe and Latin America.
KEY QUOTES:
“Zach has built a respected wealth management practice, earning the trust of individuals, executives, business owners, and families through personalized advice and lasting relationships. We are excited that Zach has joined our firm, where he will have access to an expanded and robust investment platform, enhanced planning resources, and industry-leading technology that will allow him to serve clients more effectively while increasing the efficiency of his practice.”
John Begley, Managing Director of Prudential Advisors
“I wanted the freedom to run my practice in the way I believe best serves my clients. My approach is grounded in transparency and education to help clients better understand and navigate what can be a complex financial world. With Prudential Advisors’ expanded support, innovative technology, and greater flexibility, I can deliver a more personalized client experience and offer objective, customized advice with fewer constraints.”
Zachary Karason, Financial Advisor
“I’m thrilled that Zach is joining our growing team in the greater Cleveland market. At Prudential Advisors, he will have all the tools and resources he needs to make a smooth transition and take his practice to the next level. We look forward to helping him thrive.”
Pat Hynes, President of Prudential Advisors
