portrait of Greg Sloat

About Greg

"He helps people with their money!" That is what my daughter will tell you if asked, "What does your daddy do?" The truth is it goes much deeper than that. I believe what I do is help people understand their financial goals and help them reach those goals. My objective is always improvement and progression. I work with successful families and business owners to help them remove the stress of wealth, so they can focus on what is most important in life.

This is done by using an established process to determine what is most important to you, tailoring a...

Focus Areas

  • Wealth Strategies
  • Estate & Legacy Strategies
  • Retirement Income Strategies
  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • Divorce Finances

Work History

  • Edward JonesMay 2016 to Current

Education

  • Southern Utah UniversityBachelor of Science

Team Members

  • Kelley Olson
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 04:00PM
Sat By Appointment Only
Sun Closed

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