Meet the Investment Team Matt Naylor, CRPC®
Wealth Advisor
Matt Naylor is a wealth advisor serving the American Fork, Orem, and Price areas. He has been with Mountain America Investment Services since 2017.
Matt is a Chartered Retirement Planning Counselor (CRPC)* and has worked in the investment planning industry since 2012. He takes a goal-centered approach to planning, understanding that no two situations are the same and each plan needs to be tailored to the best interests of his clients.
Matt graduated from the University of Utah in 2012, where he studied financial planning and minored in Spanish. He holds the following registrations through LPL Financial: Series 7, Series 63 and Series 66 securities licenses, a life insurance license and the CRPC designation.
Matt loves the outdoors and everything Utah has to offer. He and his wife have three sons and one daughter. They live in Heber City.
Branches served
American Fork: State StreetOrem: State Street
Pleasant Grove: Pleasant Grove Boulevard
Price: Price River Drive
CONDUCT BACKGROUND CHECK
| Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed |
| Not Credit Union Deposits or Obligations | May Lose Value |
This site is designed for U.S. residents only. The services offered within this site are available exclusively through our U.S. Investment Representatives. LPL Financial U.S. Investment Representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.
Mountain America Credit Union (“Mountain America”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay Mountain America for these referrals. This creates an incentive for Mountain America to make these referrals, resulting in a conflict of interest. Mountain America is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html.
LPL Financial Form CRS.
