Comprehensive investment management relies on a clear understanding of your goals and your risk tolerances. Our ability to put your interest first allows us to focus on our primary goal – offering you objective advice.
The representatives of NB|AZ Wealth advisors are registered with LPL Financial. LPL Financial is one of the nation's leading financial services companies and our financial consultants advice is directed by an experienced investment committee. Know that as your objectives and situation change, your advisor will monitor and adapt your portfolio to ensure that your investments continue to align with your goals.
The wealth advisors at NB|AZ Wealth Advisors provide tailored strategies designed to address your specific financial needs, goals and aspirations. From planning and investment management to business transition strategies, our advisors offer products and services designed for individuals and families, private business owners, corporations, foundations, endowments and nonprofits. Working closely with you to define and understand both your current financial situation and your future plans, our advisors combine forward-looking economic and financial analysis with targeted, actively managed investment strategies.
Meet the NB|AZ Wealth Advisors
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Jonathan Poure, CFP®
Vice President
Wealth Advisor
Phoenix
Paul Solie
Vice President
Associate Wealth Advisor
Phoenix
Jason Gove, CRPC
Vice President
Wealth Advisor
Phoenix
Cheri Keene, CDFA®
Vice President
Wealth Advisor
Scottsdale
Securities and Advisory services offered through LPL Financial (LPL), a registered investment advisor and broker-dealer ( member FINRA/SIPC). Insurance products are offered through LPL Financial or its licensed affiliates. National Bank of Arizona, a division of Zions Bancorporation, N.A., and NB|AZ Wealth Advisors are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using NB|AZ Wealth Advisors, and may also be employees of National Bank of Arizona, a division of Zions Bancorporation, N.A. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of National Bank of Arizona, a division Zions Bancorporation, N.A. or NB|AZ Wealth Advisors. Securities and insurance offered through LPL or its affiliates are:
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ
