Scott Shear
Senior Vice President- Investment Officer at Wells Fargo Advisors
Based in Miami, United States
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Seniority
Vp
Department
Finance & Accounting
Location
Miami
Industry
Financial Services
Company size
15K
Contact information
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s•••••••@wellsfargoadvisors.com
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Background
About Scott Shear
Scott Shear has been in the financial advisory sector of the financial services industry since 1995, becoming registered as a Financial Advisor in He currently holds the title Senior Vice President- Investment Officer. Scott also coordinates annuities in his office of Wells Fargo Advisors, a branch of 32 financial professionals as of 6/30/2020. Scott works along side his father and team member Michael A. Shear. Michael has been a Financial Advisor since 1968 and currently holds the title Managing Director-Investments. Scott and Michael serve a broad range of investors including non-profit foundations, cultural organizations, corporations, partnerships, and individual investors."We offer a universe of investment choices for our clients to help professionally manage their portfolios including: government, corporate and municipal bonds; individual stocks; mutual funds; unit investment trusts; retirement plans; portfolio advisory programs; insurance and annuity investments.'"Our goal is to help our clients achieve their goals- financial success. We strive to separate ourselves from other investment provider choices by offering consistent and outstanding service to our clients. We want our clients to feel that working with us will be a " SHEARJOY.' Referrals are always welcome and appreciated. This information is intended for use only by residents of AL, AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KY, MA, MD, ME, MI, MN, NC, NH, NJ, NM, NV, NY, OH, OR, PA, PR, RI, SC, TN, TX, VA, and WY. Insurance licensed in the following states: FL, MD, NV, NY Please contact me by e-mail at scott.shear@wfafinet.com or by phone 954-820-8245. I cannot respond to messages through LinkedIn 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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