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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

Merrit Arnell

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

Madison Russell

Financial Planning Specialist

Leann Veltri

Director of Client Services at Net Worth Advisory Group

Greg Simmons

Partner & Chief Operating Officer

Kristy Donahoo

Financial Advisor/Partner & Owner With Ray Levitre

Hannah Miller

Client Service Manager

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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