Important Details

Zions® Wealth Advisors

Our Philosophy

We offer customized wealth management strategies to assist clients with building and managing their wealth through unbiased and objective advice. Our knowledgeable advisors work with a variety of clients including individuals, families, businesses, nonprofits, and government entities. We partner with Zions Bank officers to build strong relationships with our clients by providing a vast offering of services and unparalleled customer service to exceed our client’s expectations.

Zions Wealth Advisors are dedicated to taking a client-centric approach by seeking to understand your goals and objectives. We recommend a well-suited strategy that attends to your unique needs. Wealth advisors continue to offer financial guidance through the four stages of wealth in your financial life cycle:

  • Create and build wealth
  • Manage and preserve your financial portfolio
  • Use your wealth to its full advantage
  • Transition your financial legacy to loved ones or charitable organizations

Wealth Management Services

The recent enhancements to our platform have allowed our advisors to offer access to an increased amount of products and services. This new competitive advantage allows our advisors to provide the most appropriate options and strategies to our clients. Our services include a wide variety of options such as investment management, retirement, legacy and estate planning, full service brokerage, insurance, trust management and administration, business advisory services, succession planning, and fixed-income asset management.

Find Your Wealth Advisor Team

For a free consultation click on the button below or call Zions Wealth Advisors toll-free at 888-557-7390 or 801-844-7700 for more information on available personal investment management services.

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA / SIPC. Insurance and annuity products offered through LPL Financial or its licensed affiliates. The investment products sold through LPL Financial are not insured ZB, N.A. deposits and are not FDIC insured. These products are not obligations of the ZB, N.A. and are not endorsed, recommended or guaranteed by ZB, N.A. or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible.

Zions Bank, ZB, N.A., and Zions Wealth Advisors are not registered broker/dealers and are not affiliated with LPL Financial.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: Utah & Idaho (unless licensed elsewhere).

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This page was last modified on Thu Sep 21 20:15:01 MDT 2017