A quick look at what to keep an eye on.
In this video, you’ll learn why a return to fundamentals and embracing rather than fearing volatility is the best way to create a well-balanced portfolio. You’ll also hear from a panel of Wealth Management executives on where they see the opportunities in such a market. You’ll learn:
Learn why and where volatility is creating opportunity.
The Midyear Outlook 2018 Report, prepared by LPL Financial, is a must-read for investors wanting to know how to better grow and protect their portfolio in today’s market. It explains the driving forces in play, the impact they’re having and the opportunities they’re creating. It provides you with both an overview and strategic insights. You’ll learn:
Rebecca K. Robinson, CPA, CFP®
Director of Enterprise Wealth Management
Rebecca oversees Zions Wealth Management businesses including trust and fiduciary services, advisory, insurance and wealth planning. Prior to this role, she was the President of Zions Trust, NA and the Managing Director of Wealth Planning. As the Director of Enterprise Wealth Management, Rebecca is committed to leading a planning-based organization that considers the unique needs of the individuals we serve. Rebecca holds a Master of Professional Accountancy and BS, Business Accounting from the University of Utah. She’s also a Certified Public Accountant (Maryland) and is a CERTIFIED FINANCIAL PLANNERTM professional.
Anthony Valeri, CFA
Director of Investment Management
Anthony specializes in portfolio construction, asset allocation, client communication, and investment analysis in support of wealth management. Before coming to Zions, Anthony was a Senior Vice President and investment strategist at LPL Financial where he was responsible for developing and articulating investment strategy. Anthony is a Chartered Financial Analyst (CFA) and received a Bachelor of Arts degree in Quantitative Economics & Decision Sciences from the University of California at San Diego.
Christopher T. Considine JD, CFP®
Director of Wealth Planning
Christopher specializes in helping clients develop and implement multi-generational wealth plans focusing on client challenges in the areas of trust & estates, income and estate tax, retirement planning, philanthropic planning, cash flow and net worth planning, asset protection, and business succession Planning. As the leader of the Zions Wealth Planning group, he manages a team of planning professionals dedicated to helping our high net worth clients work towards achieving their financial goals. Christopher obtained his Juris Doctor Degree and is also a CERTIFIED FINANCIAL PLANNERTM professional.
Trust and fiduciary investment services are offered through Wealth & Fiduciary Services, a part of Zions Wealth Management, a division of Zions Bancorporation, N.A.
Investments are not insured by the FDIC or any federal or state government agency, are not deposits of or other obligations of, or guaranteed by, Zions Bancorporation, N.A. or its affiliates, and may be subject to investment risks, including the possible loss of principal value or amount invested.