Steve Gunn
First Vice President - Investments, Financial Advisor at Wells Fargo Advisors
- Role
- First Vice President - Investments at Wells Fargo Advisors
- Location
- Seattle, WA, US
- LinkedIn followers
- 500 followers
About Steve Gunn
I provide knowledgeable, straightforward advice and investment strategies intended to help improve my clients\' long term financial confidence. I joined Wells Fargo Advisors in 2011 after 20+ years of directing my personal investments while working as a manager and executive in the technology sector where I developed valuable experience throughout major shifts in the markets. This perspective serves as a guide as we work together toward achieving your personalized goals. I hold the FINRA Series 7 and 66 registrations, and the Chartered Retirement Planning Counselor™ and Accredited Domestic Partnership Advisor® designations from the College for Financial Planning. I also hold a State of WA Life and Disability Insurance License. Please visit my website at for information about the services I provide to my clients. The best way to reach me for a timely reply is to email me at s••••••••@wfadvisors.com or to call me at (206) This information is intended for use by residents of AK, AL, AZ, CA, FL, ID, MN, NC, NY, OH, OR, and WA only. CA Insurance License Number 0I42545. Resident State: 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
Experience
First Vice President - Investments
Jan 2011 — Present · Seattle, WA, US
As a Senior Fundamental Choice Portfolio Manager and Financial Advisor I am specially trained to manage client portfolios in a discretionary manner, guided closely by the research recommendation and collective insights of Wells Fargo Investment Institute* and other external equity research firms and economic and market experts. I can assist with:+ Investments, including asset allocation & diversification across stocks, bonds and commodities+ Strategies designed to provide investment income for a comfortable retirement+ Liability management, including access to lending services through Wells Fargo affiliates+ Risk management plans to help protect your retirement, through insurance(*) and other asset protection strategies
Education
Louisiana State University
Bachelor of Science
University of Washington, Michael G. Foster School of Business
Certificate
Skills
- Mutual Funds
- Tax Efficient Strategies
- Asset Allocation
- Exchange Traded Funds
- 529 Plans
- Municipal Bonds
- Long Term Care Insurance
- Financial Advisory
- Equities
- College Savings Plans
- Annuities
- Lgbt and Domestic Partner Financial Strategies
- Iras
- Wealth Preservation Planning
- Fixed Income
- Investment Strategies
- Estate Investment Planning
- Financial Services
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