Stan Goodell, CFP®, CIMC®
Managing Director
With more than 22 years of experience in wealth management, Stan Goodell has the accumulated knowledge to be a valuable partner as you manage your wealth. Stan understands the dynamics of wealth, how to balance the complex forces at work and how to adapt intelligently as conditions change.
Stan creates long-term, meaningful relationships with a select group of clients and provides them with personalized advice. His process is designed to provide clarity around investment risks and outcomes, all forms of taxation, succession of assets, integration of complex strategies, family dynamics, philanthropic desires and much more. Stan believes in working in a team model with his clients and their other advisors as well as his teammates at Wasatch Capital Management.
Stan began his career in financial services in 1998 and previously spent 22 years with Wells Fargo Bank as a managing director in their Wealth Management Department. Today, Stan provides advice and implementation in the areas of investment, estate planning, philanthropy, taxation, asset protection, business succession and more through Raymond James.
A native of Michigan, Stan resides in Bountiful, Utah. He is a member of The Salt Lake Estate Planning Council and the Financial Planning Association. Away from the office, Stan also enjoys golf, basketball and travel with his family comprising of his wife, Ronda; four daughters; one son-in-law and new granddaughter.
Stan creates long-term, meaningful relationships with a select group of clients and provides them with personalized advice. His process is designed to provide clarity around investment risks and outcomes, all forms of taxation, succession of assets, integration of complex strategies, family dynamics, philanthropic desires and much more. Stan believes in working in a team model with his clients and their other advisors as well as his teammates at Wasatch Capital Management.
Stan began his career in financial services in 1998 and previously spent 22 years with Wells Fargo Bank as a managing director in their Wealth Management Department. Today, Stan provides advice and implementation in the areas of investment, estate planning, philanthropy, taxation, asset protection, business succession and more through Raymond James.
A native of Michigan, Stan resides in Bountiful, Utah. He is a member of The Salt Lake Estate Planning Council and the Financial Planning Association. Away from the office, Stan also enjoys golf, basketball and travel with his family comprising of his wife, Ronda; four daughters; one son-in-law and new granddaughter.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.