Net Worth Advisory Group Employee Directory

Net Worth Advisory Group corporate office is located in 75 W Towne Ridge Pkwy Ste 460, Sandy, Utah, 84070, United States and has 11-50 employees.

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Employees by Department

Departments

Number of employees

Finance

Operations

C-Suite

Sales

Marketing

Net Worth Advisory Group CEO

David SwappChief Executive Officer At Net Worth Advisory Group

Phone

See Profile

Key Employees of Net Worth Advisory Group

CS
Curtiss Smith
Partner, Chief Marketing Officer
PhoneEmail
GS
Gregory Simmon...
Partner & Chief Operating Officer
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail

Net Worth Advisory Group Global Presence

Location	People at location
North America	11-50

Index of contact profiles from Net Worth Advisory Group

Hundreds of professionals searching for Net Worth Advisory Group have connected with key decision-makers. Join them?

Contact Name

Contact Info

Job Title

HQ Location

RW
Robby White
Email Direct
Cfp Assistant
United States , Utah , Sandy

RL
Ray LeVitre
Email Direct
Founder & Cfp, Fee-Only Planner & Twenty Retirement Decisions You Need To Make Right Now Author
United States , Utah , Sandy

AF
Andrew Fonda
Email Direct
Financial Advisor (Fee-Only)
United States , Utah , Sandy

LV
LeAnn Veltri
Email Direct
Group Director, Client Services Atjqxdotnetjqx Worth Advisory
United States , Utah , Sandy

KD
Kristina Donahoo
Email Direct
Financial Advisor & Partner & With Ray Levitre Owner
United States , Utah , Sandy

MA
Merrit Arnell
Email Direct
Financial Chief & Operations Officer & Group Financial Atjqxdotnetjqx Worth Advisory Advisor
United States , Utah , Sandy

CS
Curtiss Smith
Email Direct
Partner, Chief Marketing Officer
United States , Utah , Sandy

GS
Gregory Simmons
Email Direct
Partner & Chief Operating Officer
United States , Utah , Sandy

RP
Ryan Porter
Email Direct
Paraplanner
United States , Utah , Sandy

MJ
McKenna Jacobsen
Email Direct
Financial Advisor
United States , Utah , Sandy

AF
Amoree Farnsworth
Email Direct
Financial Advisor
United States , Utah , Sandy

ME
Malena Everill
Email Direct
Client Service Manager
United States , Utah , Sandy

NH
Neal Hansen
Email Direct
Financial Advisor
United States , Utah , Sandy

HS
Hunter Swapp
Email Direct
Financial Advisor
United States , Utah , Sandy

AJ
Abbie Johnson
Email Direct
Client Service Manager
United States , Utah , Sandy

David Swapp
Email Direct
Chief Executive Officer At Net Worth Advisory Group
United States , Utah , Sandy

SA
Saamia Andersen
Email Direct
Administrative Assistant
United States , Utah , Sandy

LJ
Lon Jefferies
Email Direct
Fee-Only Certified Financial Planner
United States , Utah , Sandy

DL
David Luke
Email Direct
Physician Financial Advisor
United States , Utah , Sandy

MB
Michael Berry
Email Direct
Fee Financial Advisor
United States , Utah , Sandy

Former Employees at Net Worth Advisory Group

Explore people who held key positions, contributed to Net Worth Advisory Group's success, and advanced their careers.

Mitchell Swensen

Investment Management ... at Fidelity

Worked as Financial Advisor

at Net Worth Advisory Group (2022-2023)

Direct

Austin Wagstaff

Financial Paraplanner at Greenwood Gearhart

Worked as Client Service Manager

at Net Worth Advisory Group (2022-2024)

Direct

Samuel Berry

Finance Intern at Clyde Companies

Worked as Manager, Client Services

at Net Worth Advisory Group (2024-2025)

Direct

Mask Content

Founder at National Association o...

Worked as Financial Advisor

at Net Worth Advisory Group (2016-2018)

Direct

Mask Content

Advisor at Abound Wealth

Worked as Financial Planning Intern

at Net Worth Advisory Group (2022-2022)

Direct

Mask Content

Partner, Senior Adviso... at Peterson Wealth Adviso...

Worked as Client Service Manager

at Net Worth Advisory Group (2018-2019)

Direct

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Frequently Asked Questions Regarding Net Worth Advisory Group Employees

How many employees does Net Worth Advisory Group have?

Net Worth Advisory Group has 11-50 employees

Who is the CEO of Net Worth Advisory Group?

Net Worth Advisory Group’s CEO is David Swapp

Who are Net Worth Advisory Group key employees?

Some of Net Worth Advisory Group key employees are Curtiss Smith, Gregory Simmons

Where is Net Worth Advisory Group located?

Net Worth Advisory Group’s headquarters are located at 75 W Towne Ridge Pkwy Ste 460, Sandy, Utah, 84070, United States

How do I contact Net Worth Advisory Group?

Net Worth Advisory Group Contact Info: Phone number: (801) 797-2833 Website: www.networthadvice.com

What does Net Worth Advisory Group do?

Net Worth Advisory Group, LLC is a team of fee-only fiduciary financial advisors and CERTIFIED FINANCIAL PLANNER (CFP) professionals based in Sandy, Utah, serving clients across all 50 states. They prioritize client interests over commissions, offering comprehensive financial planning, retirement planning, and investment management with a focus on... Read More

Is Net Worth Advisory Group a public company?

Net Worth Advisory Group is private company therefore does not currently have an official ticker symbol

See more information about Net Worth Advisory Group Employees