STEVEN SHERMAN

Financial Advisor

Senior Vice President - Investments

Address: 450 POST ROAD EAST , WESTPORT , CT 06880
Call: 203-221-5103  |  800-327-8557    Fax: 203-221-1625

My Commitment to You

As a Financial Advisor with Wells Fargo Advisors, I can offer you a wide range of services, from helping you select individual investments to developing a retirement plan. With access to a broad array of company resources -- including research analysts and economic and market experts -- I can help you make informed investment decisions based on your specific needs. <br/><br/>Contact me if you'd like me to help you develop strategies for pursuing your financial goals.

My Experience

  • 2022 - Present : Wells Fargo Advisors
  • 2009 - 2021 : Morgan Stanley
  • 1987 - 2009 : Citigroup
  • 1984 - 1987 : Thomson McKinnon

My Education & Credentials

  • Ithaca College, B.S. Finance
  • Senior PIM Portfolio Manager
Securities Registered in the following states: AL, CA, CO, CT, FL, GA, IL, IN, MA, MD, ME, NC, NJ, NV, NY, PA, RI, SC, TN, TX, VT
Insurance licensed in the following states: Resident State: CT
STEVEN SHERMAN: Financial Advisor: Wells Fargo Clearing Services, LLC
United States: Connecticut : WESTPORT Branch