Advisors at this firm
John D
CFP®, Series 63, Series 65
Oro Valley, AZ
NRG Wealth Management
John Davis is a CFP® professional with 30 years of experience in the financial advisory industry. He has been with NRG Wealth Management since 2003 and previously worked at LPL Financial LLC and United Capital Financial Advisers, LLC. Outside of his advisory role, he is an author who maintains a book, related classes, and a blog. NRG Wealth Management serves individual and high-net-worth clients with discretionary portfolio management and modular financial guidance, employing a Blueprint process and a core-and-satellite investment approach tailored to each client’s goals and circumstances.
Monica S
Series 65
Oro Valley, AZ
NRG Wealth Management
Monica Salazar is a financial advisor at NRG Wealth Management with seven years of industry experience. She holds a Series 65 designation and has worked at JP Davis, Inc. dba NRG Wealth Management since 2015, including a two-year tenure at LPL Financial, LLC. NRG Wealth Management serves individual and high-net-worth clients by providing discretionary portfolio management and modular financial guidance through a structured Blueprint process. The firm employs modern portfolio theory, quantitative analysis, and a core-and-satellite approach to build customized Investment Policy Statements that address clients’ goals, risk tolerance, and unique circumstances.
Stefanie M
CFP®, Series 63, Series 65
Oro Valley, AZ
NRG Wealth Management
Stefanie Morgan is a CFP® professional with 27 years of industry experience, currently serving at NRG Wealth Management since 2010. She previously worked at United Capital Financial Advisers, LLC and LPL Financial LLC. NRG Wealth Management serves individual and high-net-worth clients with discretionary portfolio management and modular financial guidance, employing a Blueprint process and modern portfolio theory to tailor investment strategies. The firm emphasizes individualized Investment Policy Statements and regular account reviews.
Peter F
Series 65
Oro Valley, AZ
NRG Wealth Management
Peter Fugger is a financial advisor at NRG Wealth Management with one year of industry experience. He holds a Series 65 designation and has previously worked at Trueshot Gun Club and Spencer's TV and Appliance. NRG Wealth Management serves individual and high-net-worth clients with discretionary portfolio management and modular financial guidance, using a detailed Blueprint process and a core-and-satellite investment approach tailored to each client’s unique circumstances.
