Blake Sloan

Background

About Blake Sloan

With over 15 years in the industry, Blake joins Wells Fargo Advisors after spending time as an Financial Advisor at Morgan Stanley, and before that he was an Account Vice President for UBS. His areas of focus are retirement planning and goal-based planning, and his clients range from young professionals to small business owners and retirees. Prior to UBS, Blake worked with Wachovia Securities/Wells Fargo Advisors where he worked with his father, Hugh. A graduate of Auburn University with a degree in finance, Blake had the honor of being appointed to the U.S. Military Academy at West Point. Intrigued with investing even as a child (he was exposed to the field through his father), Blake holds Series 7 and 66 securities registrations, as well as health and life insurance licenses. Blake and Elizabeth, his wife, treasure spending time with their three children – twins, Palmer (daughter) and Price (son), and Warner (son). Blake is also an avid golfer and sports fan. Opinions and comments expressed by LinkedIn Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm. This information is intended for use only by residents of AL, CA, CO, CT, FL, GA, HI, KY, NC, OR, SC, TN, TX, VA, WA, WI.