Zions Wealth Advisors | LPL Financial
David Shipley, CFP®
Vice President | Wealth Advisor
Phone
Branch/Office Location
David Shipley, CFP®
Vice President | Wealth Advisor
About David
David Shipley has been a financial advisor in Utah since 2003. He earned the Certified Financial Planner® designation in 2006 and uses a comprehensive approach to helping his clients work towards reaching their financial goals. Prior to joining Zions Wealth Advisors, he was a financial advisor with J.P. Morgan Securities and also served as a partner with Acquire Wealth Advisors.
David listens to his clients to understand their goals and objectives and works to build trust by exceeding their expectations. He is a lifelong learner and worked to complete his master’s degrees and his designations during his time as an advisor, as well as serving as an adjunct professor.
A native of Idaho, David has called Utah home for 22 years. He served for four years on the Provo City Council. He enjoys spending time with his family and friends and enjoying the outdoors, traveling and hiking.
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:
Not Insured by FDIC or Any Other Government Agency |
Not Bank Guaranteed | May Lose Value |
Not Bank Deposits or Obligations |
The LPL Financial Registered Representatives associated with this site may discuss and/or transact securities business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Your Bank (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services.
Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.