WEALTH MANAGEMENT
Comprehensive wealth solutions with personal attention and dedicated advisors
Detailed planning by skilled Wealth Management Advisors
Build a complete strategy with a dedicated Wealth Management Advisor. Your personalized financial plan incorporates your individual objectives, risk tolerances, and liquidity and financing needs.
Short term. Long term. On your terms.
Private Banking connects you with solutions for important financial decisions. Find deposit solutions, Private Mortgage, Securities-Based Lending (PILOC) and lending solutions all in one place.
Your bridge to greater impact.
Amplify the impact of your legacy with GivingBridge, a Donor-Advised Fund (DAF). Reduce complexity and unlock real-time benefits through streamlined charitable giving.
When you need an advisor...
Growing your wealth:
A number of bank services may be in your best interest.
Planning for education:
Consulting with an advisor can help transform your college strategy.
Estate planning:
We offer knowledge to navigate the regulatory and legal landscape.
Managing your risk:
Establish a thorough risk management plan with a dedicated advisor.
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Find personalized attention to help you plan and achieve your financial goals.
Securities and Advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. , a division of Zions Bancorporation, N.A. and Zions Wealth Advisors are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using the name Zions Wealth Advisors are also employees of Zions Bancorporation. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of Zions Bancorporation or Zions Wealth Advisors. Securities and insurance offered through LPL or its affiliates are:
| Not Insured by FDIC or Any Other Government Agency |
Not Bank Guaranteed |
Not Bank Deposits or Obligations |
May Lose Value |
Zions Bancorporation provides referrals to financial professionals of LPL pursuant to an agreement that allows LPL to pay Zions Bancorporation for these referrals. This creates an incentive for Zions Bancorporation to make these referrals, resulting in a conflict of interest. Zions Bancorporation is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
The LPL Financial Registered Representative associated with this site may discuss and/or transact securities business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.