Anthony Valeri, Investment Management Director for Wealth & Fiduciary Services, is a Chartered Financial Analyst who works with our clients to help them understand complex financial strategies and market dynamics. He has more than 25 years of experience in wealth management and financial services and is quoted in the financial media.
Trust and fiduciary investment services are provided through Wealth & Fiduciary Services within Wealth Management, a division of Zions Bancorporation, N.A. Investment products and services are NOT insured by the FDIC or any federal or state governmental agency, are NOT deposits 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.