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Wealth Advisor

Steve Shake

Steve Shake

Wealth Advisor
 

Steve Shake is a wealth advisor serving Riverton, Herriman, South Jordan and West Jordan. He has been with Mountain America since 2013. With many years of banking experience, Steve is able to educate Mountain America members on many aspects of their financial needs.

Before coming to Mountain America, Steve was a successful personal banker and brokerage associate with Wells Fargo Bank for seven years. During this time, he helped many high-net-worth clients with their banking needs.

Steve has a Bachelor of Science degree in economics from the University of Utah. His Financial Industry Regulatory Authority (FINRA) certifications include Series 7, 6, 63 and 66 securities licenses, as well as Utah Life, Health and Annuity insurance licenses.

Steve and his wife, Jessica, live in the Sugarhouse area of Salt Lake City and are avid Real Salt Lake soccer fans. If they are not at a soccer game, you will find them on a drive, as motor sporting is another favorite pastime.

Branches Served
Herriman
Riverton
South Jordan—104th S.
West Jordan—Jordan Landing


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