Top business Financial Management financial advisors in Murray, UT

John Neuenswander is a financial advisor with LPL Financial in Murray, UT, holding Series 63 and Series 66 credentials and over 31 years of industry experience. Prior to joining LPL Financial in 2022, he worked at Jordan Investment Services and Jordan Credit Union from 2018 to 2022, and at Cetera Advisor Networks LLC from 2013 to 2022. He is involved in a non-variable insurance business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs and financial planning services, providing both discretionary and non-discretionary management and utilizing model portfolios and research from multiple sources.

Jennifer Gomm is a CFP® with 11 years of experience, currently serving as an advisor at Raymond James Financial Services Advisors, Inc. She has been affiliated with Raymond James since 2015 and operates a business called Businessman's Planning, where she assists clients with insurance-related financial planning. Gomm also serves as a trustee for a family trust. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary advice supported by advanced analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Colter Wilcock is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and eight years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2017, including a prior year at Wells Fargo Bank, N.A. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm operates within the broader J.P. Morgan broker-dealer and banking organization and offers clients non-discretionary advisory services through a select group of Wealth Advisors.

David Collette is a financial advisor at SPC with a Series 66 designation and four years of industry experience. His prior work includes roles at Parkland Securities LLC and managing his own financial services business, Collette Financial Group. Outside of finance, he has worked as a high school referee. SPC serves individual clients, charitable organizations, corporations, and employer-sponsored retirement plans, managing approximately $5.66 billion in assets through a network of over 460 advisers. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services with a structure that supports fiduciary and non-fiduciary retirement services alongside formal succession and compliance protocols.

Larry Macfarlane is a financial advisor with CWM, LLC, holding Series 65 and Series 63 licenses and four years of industry experience. His prior roles include positions at Carson Wealth, Cetera Wealth Services, and Fidelity Investments. Outside of his advisory work, he also sells fixed insurance products as an insurance agent. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a large network of more than 600 advisors. The firm manages accounts primarily on a discretionary basis using model portfolios overseen by an Investment Committee, combining multiple investment approaches and offering various retirement-plan services.

Amanda Fleming is a financial advisor at Edward Jones in Lexington, NC, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, she was involved with several businesses including Max Travels, LLC, a travel agency she founded and where she designed vacations for clients, primarily family. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of investment programs and advisory services supported by a nationwide network of over 23,000 financial advisors.

Thomas Helmig Jr. is a Wealth Management Advisor with Merrill Lynch Wealth Management, having spent his entire 15-year career with the firm. He began in the home office in Hopewell, New Jersey, where he gained experience across various segments before transitioning in 2018 to a family practice in Wayne, Pennsylvania. Thomas leverages the world-class resources at Merrill Lynch and the extensive experience of the Helmig Lammers Group to provide clients with customized wealth management solutions. His expertise includes investment strategy, portfolio management, education planning, executive compensation, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, philanthropic planning, and coordination with attorneys, accountants, and other professionals to develop comprehensive financial plans. Thomas holds the CERTIFIED FINANCIAL PLANNER® (CFP) designation and a Personal Investment Advisor (PIA) certification. He earned his bachelor's degree from the University of Delaware and completed high school at Malvern Prep. Outside of his professional role, Thomas is actively involved in coaching youth sports within his community. He resides in West Chester with his wife, Jillian, and their three sons. In his free time, he enjoys spending time with family and friends, golfing, cooking, exercising, reading, and following Philadelphia sports teams.

Zachary Olinger is a CFP® and holds a Series 66 license with 10 years of industry experience. He has worked at CAP Partners, LLC since 2018 and previously was employed by Park Avenue Securities LLC and Guardian Life Insurance Co from 2015 to 2018. CAP Partners, LLC is an SEC-registered investment adviser managing over $220 million in discretionary assets as of January 2025. The firm serves a diverse client base including individuals, pension plans, trusts, charitable organizations, and government entities, employing a long-term, buy-and-hold investment approach combined with ongoing monitoring and discretionary trading.

Heath Biller is a financial advisor at Fiduciary Financial Advisors with four years of industry experience. He holds a Series 65 designation and has worked at Fiduciary Financial Advisors since 2021. In addition to his advisory role, Mr. Biller is a registered nurse and maintains a part-time position at Mary Free Bed hospital. Fiduciary Financial Advisors provides discretionary investment management, financial planning, and retirement services to individuals, families, trusts, retirement plans, corporations, and charitable foundations. The firm combines strategic asset allocation with tactical adjustments and employs a range of investment strategies, including the use of third-party managers and private alternative funds.

Michael Turvey is a CFP®-certified financial advisor with 12 years of industry experience. He is currently with Soltis Investment Advisors, LLC and previously worked at Charles Schwab and Co., Inc. and TD Ameritrade Institutional. Soltis Investment Advisors provides discretionary investment management, financial planning, and pension/401(k) consulting to individuals, institutions, trusts, endowments, and retirement plans, managing approximately $13 billion in client assets. The firm employs a Modern Portfolio Theory-based approach combined with quantitative and qualitative manager due diligence, offering a range of investment options and emphasizing ongoing client communication.