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Senior Wealth Advisor

Sid Soria, MBA

Sid Soria

Senior Wealth Advisor
 

Sid Soria is a senior wealth advisor serving the Holladay, Sugarhouse, Murray, Park City and Heber areas. He has been with Mountain America since 1999. Sid was named one of the Top 100 Bank Advisors in the country by Bank Investment Consultant in 2016. His ranking was #64 nationally.

Whether you are a conservative or aggressive investor, Sid provides a non-biased, comprehensive suite of solutions to help implement strategies for reaching your financial goals.

He is responsible for educating members on growing their wealth while protecting assets against market volatility, inflation, healthcare costs and taxes. He has successfully helped members who are retired, or close to retirement, with strategies that have created guaranteed, predictable income to supplement other sources of revenue.

Sid received a Bachelor of Science in finance and economics from the University of Utah and an M.B.A. from Westminster College. Sid and his wife, Natalie, have three children. He enjoys spending time alpine skiing and traveling.

Branches Served
Heber
Holladay—Highland Dr.
Holladay—Murray Holladay Rd.
Kimball Junction
Millcreek
Murray
Salt Lake—21st S.


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