Bart Wagstaff, Partner & Wealth Advisor at Capita Financial Network

Bart Wagstaff

Partner & Wealth Advisor at Capita Financial Network | Sandy, Utah, United States

Profile last verified August 2026
Financial Services Verified Profile Sandy, Utah, United States University of Utah - David Eccles School of Business
Verified

Personal Email

***@gmail.com

Personal • High Confidence

Phone Number

801*****

United States • Mobile

Free account · No credit card · 5 profiles/month

Bart Wagstaff Socials
Bart Wagstaff Work Experience

Partner & Wealth Advisor at Capita Financial Network in April 2018 - Present

Financial Advisor at Fidelity Investments in July 2012 - April 2018

Private Wealth Management Operations - Vice President at Goldman Sachs in September 2010 - July 2012

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Private Banking - Vice President at Goldman Sachs in September 2006 - September 2010

Private Banking - Assistant Vice President at Zions Bank in February 2005 - September 2006

Bart Wagstaff Education

University of Utah - David Eccles School of Business, Bachelor of Science

Bart Wagstaff Skills
Portfolio Management Investments Financial Services Leadership Financial Analysis Analysis Financial Modeling Series 7 Management CRM
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Customer Relations Team Leadership Customer Service Mentoring Team Building Microsoft Excel Insurance Excel Word Microsoft Office PowerPoint Coaching
About Bart Wagstaff’s Current Company
Capita Financial Network

Capita is a Registered Investment Advisor firm offering financial planning services and wealth management. *Registration with the SEC does not imply certain training or skill.

Discover more about Capita Financial Network
Bart Wagstaff’s Colleagues
Cassie Myers

Cassie Myers

Sandy, Utah, United States

Chief Operating Officer & Managing Partner at Capita Financial Network

Chief Operating Officer at Capita Financial Network
(April 2013 – Present)

Brock Andersen

Brock Andersen

Salt Lake City, Utah, United States

Wealth Management - Utah, Arizona, & Idaho

Wealth Management & Financial Planning at Capita Financial Network
(September 2023 – Present)

Avery Ballantyne

Avery Ballantyne

Provo, Utah, United States

Event Coordinator

Event Coordinator at Capita Financial Network
(February 2023 – Present)

Cristian Avila

Cristian Avila

Provo, Utah, United States

Bachelors in personal financial planning

Support Staff at Capita Financial Network
(April 2022 – Present)

Danielle Lewis

Danielle Lewis

Salt Lake City Metropolitan Area

Client Service Specialist - Capita Financial Network

Financial Services Representative at Capita Financial Network
(February 2022 – Present)

AF

Alison Frasca

Saratoga Springs, Utah, United States

Wealth Advisor at Capita Financial Network

Wealth Advisor at Capita Financial Network
(December 2023 – Present)

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Frequently asked questions about Bart Wagstaff

What is Bart Wagstaff email address?

Email Bart Wagstaff at [email protected], [email protected] and [email protected]. This email is the most updated Bart Wagstaff's email found in 2026.

What is Bart Wagstaff phone number?

Bart Wagstaff phone number is 801-550-8488.

How to contact Bart Wagstaff?

To contact Bart Wagstaff send an email to [email protected], [email protected] or [email protected]. If you want to call Bart Wagstaff try calling on 801-550-8488.

What company does Bart Wagstaff work for?

Bart Wagstaff works for Capita Financial Network.

What is Bart Wagstaff's role at Capita Financial Network?

Bart Wagstaff is Partner & Wealth Advisor

What industry does Bart Wagstaff work in?

Bart Wagstaff works in the Financial Services industry.

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