About Mariana L. Mavor, CFP®

Mariana L. Mavor, founder of Uintah Consulting, brings over fifteen years of financial experience having spent over half of her twelve years in banking in the wealth management areas of both The Private Bank at Wells Fargo Bank and Zions Bank in Salt Lake City, Utah.

While at Wells Fargo, Ms. Mavor managed a portfolio of high net worth clients and established relationships across multiple lines of business.

Ms. Mavor also acted as liaison between clients and multiple professionals from trust and estate planning, financial planning, discretionary and non-discretionary investment management, business succession planning, life and real insurance services, philanthropy and other areas of wealth management. This helped align clients with the appropriate products and services while maintaining a local, single point of contact.

She has also facilitated the design of sophisticated estate plans in collaboration with clients’ legal counsel in addition to becoming an integral part in the execution of such plans. This ranged from the day-to-day money/transaction flow management and titling of assets to regular meetings with CPAs to assist in providing accurate information for recording and tax purposes.