Shad Ortiz

About Shad Ortiz

I focus on assisting my clients to strive toward their financial goals. It is my responsibility to help my clients develop an appropriate strategy to help achieve their goals of increasing their wealth. I only work with clients who are serious about investing for the long term and want someone to help them stay the course.My client base is primarily professional athletes, institutional and individual investors. I assist my clients in building a foundation of wealth for themselves and their families. As their primary Financial Advisor, my clients can benefit from the trust and integrity of a working relationship. I learn their hopes and dreams and more importantly, I make sure they have a realistic plan to help accomplish those dreams.Please contact me at (62••••••83 if you would like our team to meet with you to help develop strategies for pursuing your financial goals. We are currently accepting new clients and appreciate your referrals.This information is intended for use by residents of AZ, CA, CO, DE, GA, MO, NC, NE, NJ, NV, OK, TX, and WA only.CA Insurance License # 0C69070Resident State: 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

1. Senior Vice President - Investments, Senior Financial Advisor at Wells Fargo Advisors

   Wells Fargo Advisors

   Aug 2014 — Present

   Wealth Management | Goal-based Investment Planning | Equity and Preferred Syndicate | Capital Markets | Risk-adjusted Asset Allocation | Life Insurance & Long-term Care Insurance - Insurance products through affiliates | 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.

Education

• University of Oklahoma

  Bachelor of Arts

  1994 — 1997

Skills

• Insurance
• 401k Planning
• Retirement Planning
• Estate Investment Planning
• Financial Services
• Employee Benefits
• Alternative Investments
• Investments
• Wealth Preservation Planning
• Financial Advisory
• Tax-Efficient Strategies
• Investment Planning
• 401k Rollovers