Eliot Shatzman Email & Phone Number

Since beginning my career on Wall Street in 1984, I've enjoyed advising individuals, families and businesses with wealth management, retirement income and estate planning strategies.My practice is focused on one theme: Simplifying the financial life of clients. My process is goals based, understanding client needs and presenting powerful strategies at each stage of their financial life cycle. Whether helping clients manage wealth during their working years or establishing lifetime income plans at retirement, I bring clients in-depth industry experience that comes from over four decades of navigating the financial markets.Active in the civic community, I am a member of the board of trustees of Capitol Technology University in Laurel, MD, an accredited, private, non-profit STEM focused university. I have previously served on regional boards of the American Heart Association, Jewish Social Service Agency and St. Jude Children's Research Hospital.Outside the office, my passions are music and concert photography. An active member of the Country Music Association, I can often be found enjoying those passions and helping artists pursue their dreams.This information is intended for use by residents of CA, CO, DC, DE, FL, GA, MD, NC, NJ, NY, TN, and TX only./*********/Investment 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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  University Of Maryland, College Park, Md

  Bachelor'S Degree