Zions Wealth Advisors | LPL Financial
Allison Osgood
Vice President | Wealth Advisor
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Allison Osgood
Vice President | Wealth Advisor
About Allison
Alli Osgood leverages her eight years of financial services experience to empower clients towards financial confidence. Previously, as a Wealth Management Practice Management Consultant at U.S. Bancorp, she trained advisors on the financial planning process. She has also worked as a Private Wealth Manager at Smedley Financial Services.
In her role with Zions Wealth Advisors, she strives to help individuals and families navigate life transitions with confidence to create a lasting legacy.
A native of Minnesota, she lives in Holladay with her husband, children and King Charles Spaniels. She volunteers her time with organizations supporting Utah’s youth.
Securities and Advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Zions Bank, a division of Zions Bancorporation, N.A., and Zions Wealth Advisors are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using the name Zions Wealth Advisors, and may also be employees of Zions Bank, a division of Zions Bancorporation, N.A. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of Zions Bank, a division of Zions Bancorporation, N.A. or Zions Wealth Advisors. Securities and insurance offered through LPL or its affiliates are:
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