Steve Thacker

Background

About Steve Thacker

I help my clients meet their financial goals through creating long term relationships, implementing strategies for building wealth and working to achieve their goals. Typically there are four components to wealth management: Asset Allocation and money management, cash flow planning, risk and liability management and the effective transfer to wealth to loved ones. I offer my clients stability and consistency with more than thirty-five years of experience as a financial advisor. I have earned my Chartered Financial Analyst designation (CFA) from the CFA institute. I hope to have the opportunity to offer you a high level of stability, experience, and investment understanding. Thank you for getting to know me. This information is intended for use by residents of AL, AZ, CA, CO, FL, GA, HI, IN, MD, MO, NV, NY, SC, TX, and VA only. Please contact me by e-mail s.thacker@wellsfargoadvisors.com or by Phone 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