Matt Naylor
Wealth Advisor at Mountain America Investment Services
- Role
- Wealth Advisor at Mountain America Investment Services
- Location
- Orem, UT, US
- LinkedIn followers
- 500 followers
About Matt Naylor
FINRA Series 7, 63 & 66 held with LPL Financial.Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above. Insurance products are offered through LPL or its licensed affiliates. Mountain America Credit Union and Mountain America Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Mountain America Investment Services, and may also be employees of Mountain America Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Mountain American Credit Union or Mountain America Investment Services. Securities and insurance offered through LPL or its affiliates are:• Not Insured by NCUA or Any Other Government Agency• Not Credit Union Guaranteed• Not Credit Union Deposits or ObligationsThird party posts on this profile do not reflect the views of LPL Financial and have not be reviewed by LPL Financial as to accuracy or completeness.The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Experience
Wealth Advisor
Mountain America Investment Services
Mar 2020 — Present
Education
University of Utah
Consumer and Community Studies, Financial Planning
2008 — 2012
College for Financial Planning
Chartered Retirement Planning Couselor
Skills
- Insurance
- Direct Sales
- Financial Analysis
- Retirement Planning
- Equities
- Retirement
- Strategic Financial Planning
- Credit
- Financial Services
- Portfolio Management
- Loans
- Finance
- Strategic Planning
- Budgeting
- Leadership
- Financial Risk
- Customer Relations
- Team Building
- Investment Strategies
- Investments
- Dollar Cost Averaging
- Asset Allocation
- Banking
- Mutual Funds
- Fixed Income
- Analysis
- Wealth Management
- Uniform Combined State Law
- Microsoft Office
- Sales
- 401k
- Customer Service
- Retirement Savings
- Diversification
- Spanish
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