Economic and Market Updates
Date: Thursday, April 3, 2025
Time: 12:00pm - 1:00pm
Location: Courtyard Marriott (185 S. 1470 E., St. George, Utah)
Speaker: Jeff Monson, CFP
“Economic and Markets Update”
Jeff Monson is a Senior Financial Advisor and Managing Director of Investments for Wells Fargo Advisors. He is a Certified Financial Planner, who also holds his ChFC and CLU certificates. He graduated in 2000 from Utah State University with honors in both Accounting and Economics.
Jeff has a business partner, Anthony Morris, who received his MBA from Dixie State. Together they manage well over $700 Million of client assets. They have been recognized by Forbes individually and as a team for many years, including 2025 as Best-In-State Wealth Management Teams.
