Senior Financial Advisor

Managing Director - Investments

Address: 1 SOUTH MAIN , ST. GEORGE , UT 84770
Phone: 435-674-8162  |  800-352-4671   
Email: Compose mail in a new window

My Background

My Associate(s): Kayla Payne, Registered Client Associate ; Kylie Aldred, Registered Client Associate

My Experience

  • 2007 - Present : Wells Fargo Advisors, Senior Financial Advisor
  • 2006 - 2007 : Hartford Life, Advance Estate and Business Planning
  • 2000 - 2006 : New York Life, Partner, Utah Office

My Education & Credentials

  • BA dual degree, Accounting and Economics. Cum Laude, USU
  • Certified Financial Planning Designation, January 23rd, 2008

My Community Involvement

  • Dixie State University College of Business Advisory Board
  • Member of the Southern Utah Estate Planning Council
  • Member of the IHC Professional Advisory Council
  • President of the Southern Utah Triathlon club
Securities Registered in the following states: AK, AR, AZ, CA, CO, FL, GA, HI, ID, IL, IN, MA, MD, MI, MO, MT, NC, NM, NV, NY, OH, OK, OR, SC, TX, UT, VA, WA, WI, WY
Insurance licensed in the following states: CA (Lic. # 0E28902), SD (Lic. # 40335384)
JEFF MONSON: Financial Advisor: Wells Fargo Clearing Services, LLC