Shawn Gruver General Information

Description

Mr. Shawn Gruver serves as Financial Advisor, Managing Director, Investments & Senior PIM Portfolio Manager at Wells Fargo Advisors. He has been recognized as one of the Top Wealth Advisors by Forbes Magazine in 2018, 2019 & 2021 (1). Prior to his current position, he was a Vice President & Senior Portfolio Manager at UBS, an Associate Vice President & Portfolio Manager at Morgan Stanley, and started his career at Paine Webber in 2001. Shawn has been successfully navigating high net worth individuals and families through major volatile market cycles since the dot-com bubble at the turn of the century. He has been recognized in every firm through various awards. Since joining Wells Fargo Advisors in 2014, he has been awarded the Premier Advisor designation every year (2). As a Financial Advisor, Shawn's goal is to develop deep relationships with all his clients in which he plays a key role in their financial life. His objective is to help provide clarity and structure to all parts of their finances. Many of his clients have already created their wealth, and therefore, when properly managed, his clients have the ability to live secure, comfortable lives while striving to achieve their most important goals. Shawn was born in Los Angeles but grew up around the world. He attended the Marshall School of Business at USC where he received a BS in Business Administration with a Financial Markets Emphasis.