Role: Operations & Client Services

Shelly D. Olsen

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Services

Financial Planning
Retirement Planning
Estate & Legacy Planning
Tax-Aware Investment Strategies
Income Strategies
Business Owner Planning

Location

952 Chambers Street Suite #3, South Ogden, Utah 84403

M2wealthadvisors@m2wa.com

Call: 801-475-6449

Fax: 801-475-6410

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links to external content or websites, if provided, are for informational purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website’s users and/or members.

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC, marketed as M2 Wealth Advisors. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. M2 Wealth Advisors is separately owned and operated and not independently registered as a broker-dealer or investment adviser.

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Role: Operations & Client Services

Deann B. Moss

Shelly D. Olsen