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Leann Veltri

Director of Client Services at Net Worth Advisory Group at Net Worth Advisory Group

  • LinkedIn

LeAnn works as Client Service Manager to Ray LeVitre, CFP and Managing Partner of Net Worth Advisory Group. She specializes in client relations and back-office support. Net Worth Advi...

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NET WORTH ADVISORY GROUP

NET WORTH ADVISORY GROUP

  • description Description
    Net Worth Advisory Group, LLC, is an independent, FEE-ONLY (no commissions), Certified Financial Planner and investment advisory firm located in Salt Lake City, Utah. Our mission is to help c...

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  • Employees count Employees 11-50
  • Revenue Revenue 1 Billion and Over
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Net Worth Advisory Group Org Chart and Mapping

David Swapp

CEO at Net Worth Advisory Group

Employees

Hannah Miller

Client Service Manager

Greg Simmons

Partner & Chief Operating Officer

Madison Russell

Financial Planning Specialist

Merrit Arnell

Chief Financial and Operations Officer and Financial Advisor at Net Worth Advisory Group

Kristy Donahoo

Financial Advisor/Partner & Owner With Ray Levitre

Leann Veltri

Director of Client Services at Net Worth Advisory Group

Frequently Asked Questions Regarding Leann Veltri

Answer: Leann Veltri works for Net Worth Advisory Group as Director of Client Services at Net Worth Advisory Group

Answer: Leann Veltri’s role in Net Worth Advisory Group is Director of Client Services at Net Worth Advisory Group

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Answer: Leann Veltri is the current Director of Client Services at Net Worth Advisory Group at Net Worth Advisory Group.... Read More

Answer: Leann Veltri works Net Worth Advisory Group located at 9980 South 300 West, Sandy, Utah, 84070, United States

Answer: Net Worth Advisory Group's Director of Client Services at Net Worth Advisory Group is Leann Veltri

Answer: Leann Veltri contact details:

  • Phone number  :  (***)-***-****
  • Email  :  l****@networthadvice.com

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