Financial advisors in Salt Lake City

Your financial planning needs are unique. Our team will go deeper to understand your mindset and what shapes your view on money. Acting as an advisor in your corner, we'll build a strategy with your values, priorities and beliefs at the center.

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Meet our advisors

Chris Stagg

Wealth Advisor

Jared Copeland

Wealth Advisor

Check the background of these investment professionals on FINRA’s BrokerCheck.

Advisory services offered by United Capital Financial Advisors, LLC (“United Capital”), an investment advisor registered with the SEC. Securities offered through Lion Street Financial, LLC (“LSF”), member FINRA / SIPC. LSF is under separate ownership from, and unaffiliated with, United Capital. LSF does not provide tax or legal advice. This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all services referenced on this site are available in every state and through every advisor listed.  Lion Street Financial

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