Zions Wealth Advisors.

• Position: SPONSORED SECTION

What makes your firm different from the rest?

At Zions Wealth Advisors, we offer customized wealth management strategies to assist clients with building and managing their wealth through comprehensive financial planning. We work with clients including individuals, families, businesses, nonprofits and government entities. We provide local service and accessibility and have the resources of our parent company, Zions Bancorporation.

We partner with Zions Bank officers to build strong relationships with our clients by providing services that exceed expectations. We are dedicated to making a powerful and positive contribution to the communities we serve by uniquely positioning ourselves as a leader in delivering products and services that can make a difference in the financial lives of our clients.

Describe your customer service model?

We take a client-centric approach by seeking to first understand the goals and objectives of each client and then recommend a strategy suited to each client's unique needs. Wealth Advisors work as dedicated relationship managers surrounded IDy a team of specialists. We operate in a highly collaborative team environment and are in constant communication to ensure clients goals are being met.

Our Investment Strategy Group, Fixed Income Team. Financial Planning Team and Portfolio Management Team all focus on their areas of greater proficiency, which enables our advisors to focus on providing great service to our clients. This structure enables our team members to direct their talents to meet the needs of our clients, rather than a one- or two-person team trying to do it all.

Describe your...