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Shawn V. Gruver, CFP®
Managing Director - Investments & Senior PIM Portfolio Manager at Gruver Wealth Management of Wells Fargo Advisors
Shawn V. Gruver, Cfp®, serves as a Managing Director-Investments and Senior PIM Portfolio Manager at Gruver Wealth Management of Wells Fargo Advisors. With accolades from Forbes as a 2023 & 2021 Best-In-State Wealth Advisor and a 2019 & 2018 Top Next-Gen Wealth Advisor, Shawn's financial expertise is highly regarded. Prior to his current role, he held positions at UBS as VP & Senior Portfolio Manager, Morgan Stanley as AVP & Portfolio Manager, and began his career at Paine Webber in 2001. Shawn has consistently been distinguished as a leader in every firm he has been part of. Since joining Wells Fargo Advisors, he has been a member of the Platinum Council (formerly known as Premier Advisor) from 2014 to 2023.
Shawn places a strong emphasis on developing in-depth relationships with his clients to understand their unique financial circumstances. He collaborates with clients, accountants, attorneys, and other professionals to provide tailored financial strategies and ensure seamless implementation. Through his work, Shawn aims to bring clarity and organization to all aspects of his clients' financial lives. His commitment to excellence and personalized service sets him apart in the wealth management industry.