Financial Advisor

Vice President - Investments

Address: 299 S MAIN ST 8TH FL , SALT LAKE CITY , UT 84111
Phone: 385-415-7914  |  800-352-4671    Fax: 801-774-4784
Email: Compose mail in a new window

Tailored Financial Strategies. Personal Service.

My Associate(s): Gregory Howard, Client Associate Field Support ; Jodi Green, Client Associate ; Mathew Meservy, Private Wealth Senior Client Associate ; Shauni Young, Senior Registered Client Associate ; Veronica Fox, Registered Client Associate

My Experience

  • 2007 - 2010 : Wells Fargo Bank, Business Specialist
  • 2010 - 2012 : Wells Fargo Bank, Regional Private Banker
  • 2012 - present : Wells Fargo Advisors, Financial Advisor

My Education & Credentials

  • Bachelor of Science in Accounting - University of Utah
  • Masters of Science in Finance - University of Utah
Securities Registered in the following states: AL, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, MD, ME, MI, MO, MT, NC, NE, NH, NM, NV, NY, OK, OR, PA, SC, SD, TX, UT, VA, WA, WI, WY
Insurance licensed in the following states: CA (Lic. # 0I11145), SD (Lic. # 40592525)
ZACHARY WHITCHURCH: Financial Advisor: Wells Fargo Clearing Services, LLC