Meet the Investment Team

Sid Soria is a wealth advisor serving the Murray area. He has been with Mountain America Investment Services since 1999. Sid was named one of the Top 100 Bank Advisors in the country by Bank Investment Consultant in 2016.¹ His ranking was #64 nationally.

Whether you are a conservative or aggressive investor, Sid provides an independent, comprehensive suite of solutions to help implement strategies for pursuing your financial goals.

He is responsible for educating clients on growing their wealth, while seeking to protect assets against market volatility, inflation, healthcare costs and taxes. He has helped clients who are retired, or close to retirement, with strategies that are positioned to create 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 MBA from Westminster College. Sid and his wife, Natalie, have three children. He enjoys spending time alpine skiing and traveling.

Branches served

Murray: State Street


CONDUCT BACKGROUND CHECK

¹ Bank Investment Consultants ranked bank and credit union advisors by assigning a score on the following 6 variables: (1) assets under management; (2) trailing-12 month production; (3) percentage increase in AUM from the previous year; (4) percentage increase in T-12 production; (5) amount of fee business; and (6) the ratio of production-per-AUM. Those six factors are combined into one composite score to determine the final ranking