Anthony Valeri, Investment Management Director for Wealth & Fiduciary Services, is a Chartered Financial Analyst who works with our clients to understand investment strategy and market dynamics. He has more than 30 years of experience in wealth management and financial services.
Trust and fiduciary investment services are offered by Wealth & Fiduciary Services, a part of Zions Wealth Management, a division 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 or its affiliates, and MAY be subject to investment risks, including the possible loss of principal value or amount invested.