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Emery County approves transition of investment account from Zions to Raymond James
Board of County Commissioners of Emery County · June 17, 2025
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Summary
Commission approved moving the county’s investment account from Zions Wealth Advisors to Raymond James to maintain continuity with advisor Scott Burnett; Raymond James representatives said there would be no fee increase and highlighted broader institutional resources and purchasing access.
County staff recommended transitioning the county’s investment account from Zions Wealth Advisors to Raymond James at the June 17 meeting to continue working with advisor Scott Burnett, who moved firms.
Scott Burnett (online) introduced himself as a Raymond James representative and said…
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