Meet the NB|AZ Wealth Advisors
Give your wealth the experience it deserves
Our representatives are registered with LPL Financial, the largest independent broker/dealer in the nation1. Being independent means that there are no proprietary products and we are able to be authentic in our investment recommendations. Our only motivation in developing your wealth management strategies is to offer professional, objective counsel that is in your—and only your—interest.
NB|AZ Wealth Advisors representatives provide tailored strategies designed to address specific financial needs, goals and aspirations. From planning and investment management to business transaction strategies, the NB|AZ Wealth Advisors professionals offer products and services designed for individuals and families, private business owners, corporations, foundations, endowments and nonprofits.
Check the background of the investment professionals associated with this site on FINRA's BrokerCheck.
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
1) As reported by Financial Planning Magazine, June 1996-2020, based on total revenue.