John S.
First Vice President - Investment Officer at Wells Fargo Advisors
- Role
- First Vice President - Investment Officer at Wells Fargo Advisors
- Location
- Beverly Hills, CA, US
- LinkedIn followers
- 500 followers
About John S.
As your financial advisor, I will partner with you to help define and realize your financial goals. Working together, I will seek to help you to build, preserve and transfer your wealth in a long-term, one-on-one relationship. I will work to guide you through life’s complexities and help you plan accordingly. The following are areas where my background may benefit you or your family: investments, insurance, liabilities, qualified retirement plans/IRA distributions, corporate executive stock options, business succession planning, retirement planning, durable powers of attorney, gifting to children/descendants, charitable gifting, titling of assets, executor/successor trustee matters, and distribution of wealth and charitable inclinations at death.Please direct all business communications to me at j••••••••@wellsfargo.comThis information is intended for use by residents of AZ, CA, CT, FL, HI, MD, NJ, NV, NY, PA, TN, TX, and WA 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 InvestedWells 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 - Investment Officer
Jun 2023 — Present · Beverly Hills, CA, US
Education
University of Arizona - Eller College of Management
Bachelor's of Science, Finance, General
2001 — 2005
University of Arizona
BS, Finance
2001 — 2005
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