Scott Shear

About

I have been in the financial advisory sector of financial services industry since 1995 I became registered as a financial advisor in 1999 I currently hold the title of senior vice president investment officer I also coordinate annuities in our office Wells Fargo Advisors of a branch of 60 financial professionals I also work alongside my father Michael Shear❤️ who has been an advisor since 1968 and currently holds The title of managing director of investments we both serve a broad range of investors including nonprofit foundations cultural organizations corporations partnerships in individual investors we offer a universe of investment choices for our clients to help professionally manage there portfolios including government, corporate and municipal bonds individual stocks, mutual funds unit investment trusts, retirement plans portfolio advisory programs, insurance and annuity investments. Our number one goal is to help our clients achieve their goals financial success we strive to separate ourselves from other investment provider choices by offering consistent outstanding service to our clients we want our clients to feel that working with us will be a SHEARJOY6 referrals are always welcome and apprecited. Regards , Scott-