Griffin Gundy
Financial Advisor at Wells Fargo Advisors
Based in Houston, United States
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Seniority
Staff
Department
Finance & Accounting
Location
Houston
Industry
Financial Services
Company size
15K
Contact information
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g•••••••@wellsfargoadvisors.com
Phone
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Background
About Griffin Gundy
I am a Financial Advisor at Wells Fargo Advisors in Houston dedicated to helping my clients build, manage, protect, and transfer their wealth. I was inspired to pursue a career as a Financial Advisor after seeing my father build relationships in the same role for nearly 40 years. Given the impact he had in his clients’ lives, I always knew I wanted to follow in his footsteps and am proud to say I now work alongside him doing just that. My mission is to help our clients work toward their financial goals by creating a plan tailored to their objectives. I am thorough when creating each plan, which often includes research, tax-efficient strategies, and day-to-day portfolio balancing for optimal growth. My areas of focus are asset management, tax planning optimization, retirement planning, insurance strategies, and estate planning. Wells Fargo Advisors is not a legal or tax advisor. A Texas native, I now reside in the West University area of Houston. I am an avid sports fan and, being a numbers guy, love talking statistics. I enjoy staying active, both mentally and physically, and go to the gym each day after work. It’s a great way to reflect on the day and set intentions for the next. I also enjoy playing chess in my spare time, as well as watching sporting events with my family together on the weekends. I am an active member of my community and really enjoy volunteering at Amazing Grace Charity and the Ronald McDonald House. This information is intended for use only by residents of: AL, AR, CA, CO, CT, FL, GA, IL, KS, LA, MA, MI, MO, MS, NC, NM, NY, OH, OK, TN, TX, VA, VI, and Investment and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency * Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate * Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social
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