6965 Union Park Center
Certified Financial Planner™
Advanced Client Service Specialist
Client Service Specialist
Client Services Specialist
*Advisory Services offered through Securities America Advisors, Inc., a SEC Registered Investment Advisory firm, Wesley Shields, J. Scott Simpson, Mary Ann Gubler, and Christy Roe, Investment Advisor Representatives.
*Securities offered through Securities America, Inc,. Member FINRA/SIPC, Wesley Shields, J. Scott Simpson, Mary Ann Gubler, and Christy Roe, Registered Representatives.
6965 Union Park Center, Suite 230, Midvale, Utah 84047 (801) 352-6005
*Synergy Financial Advisors and Securities America are not affiliated.
*Securities America and its representatives do not provide tax or legal advice; therefore it is important to coordinate with your tax or legal advisor regarding your specific situation.