Shane Dempster

Senior Financial Advisor @Wells Fargo Advisors

Nashville, TN, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Sep 2023 — Present

Senior Financial Advisor @Wells Fargo Advisors

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Nashville, TN, US

EDUCATION

2011 — 2015

Fordham University

Bachelor’s Degree, Finance and Alternative Investments

2007 — 2011

Loyola High School of Los Angeles

High School Diploma

SKILLS

AccessAlternative InvestmentsBloomberg TerminalMicrosoft PowerpointMicrosoft ExcelPowerpointCold Calling ExperienceMicrosoft WordPublic SpeakingFinanceMarket ResearchMicrosoft AccessResearchWealth Management ServicesInvestmentsStrategic PartnershipsMicrosoft OfficeSalesFinancial ModelingEquitiesFinancial AnalysisCorporate FinanceSocial MediaMicrosoft CrmDcf ValuationMarketing

ABOUT SHANE DEMPSTER

Shane Dempster is a Senior Financial Advisor at Wells Fargo Advisors, specializing in wealth management for high-net-worth individuals. With expertise in investment management, trading, portfolio construction, and alternative investments such as private equity, hedge funds, and market-linked assets, Shane provides personalized financial solutions tailored to each client\'s unique needs and goals.Before joining Wells Fargo Advisors in September 2023, Shane worked at Morgan Stanley Private Wealth Management (20••••21) and Merrill Lynch (20••••23), where Shane developed a strong foundation in high-net-worth investment strategies and helped clients navigate complex financial landscapes. Outside of work, Shane enjoys training his Belgian Malinois, Ace, and staying active with Jiu-Jitsu, reading, and watching football.Shane is committed to delivering thoughtful, strategic financial guidance to help clients grow and preserve their wealth through both traditional and alternative investment approaches. This information is intended for use by residents of AL, AR, AZ, CA, CO, DC, FL, GA, IL, KS, MA, MO, NC, NJ, NY, OH, OK, 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

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Shane Dempster — Senior Financial Advisor at Wells Fargo Advisors in Nashville, TN, US | Unifers