Steve Gunn

Steve Gunn Email and Phone Number

First Vice President - Investment Officer, Financial Advisor at Wells Fargo Advisors @ Wells Fargo Advisors
1 North Jefferson Ave., St. Louis,Missouri 63103,United States
Steve Gunn's Location
Greater Seattle Area, United States
Steve Gunn's Contact Details

Steve Gunn personal email

n/a

Steve Gunn phone numbers

About Steve Gunn

I provide knowledgeable, straightforward advice and investment strategies intended to help improve my clients' long term financial confidence. I joined Wells Fargo Advisors in 2011 after 20+ years of directing my personal investments while working as a manager and executive in the technology sector where I developed valuable experience throughout major shifts in the markets. This perspective serves as a guide as we work together toward achieving your personalized goals.I hold the FINRA Series 7 and 66 registrations, and the Chartered Retirement Planning Counselor(SM) and Accredited Domestic Partnership Advisor(SM) designations from the College for Financial Planning. I also hold a State of WA Life and Disability Insurance License.Please visit my website at www.wfadvisors.com/steve.gunn for information about the services I provide to my clients. The best way to reach me for a timely reply is to email me at steve.gunn@wfadvisors.com or to call me at (206) 344-6664.This information is intended for use by residents of AK, AL, AZ, CA, DC, FL, ID, MN, NC, NY, OH, OR, and WA only.CA Insurance License Number 0I42545. Resident State: WA./*********/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

Steve Gunn's Current Company Details
Wells Fargo Advisors

Wells Fargo Advisors

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First Vice President - Investment Officer, Financial Advisor at Wells Fargo Advisors
1 North Jefferson Ave., St. Louis,Missouri 63103,United States
Employees:
14520
Steve Gunn Work Experience Details
  • Wells Fargo Advisors
    First Vice President - Investment Officer
    Wells Fargo Advisors 2011 - Present
    Seattle, Wa
    As a Senior Fundamental Choice Portfolio Manager and Financial Advisor I am specially trained to manage client portfolios in a discretionary manner, guided closely by the research recommendation and collective insights of Wells Fargo Investment Institute* and other external equity research firms and economic and market experts. I can assist with:+ Investments, including asset allocation & diversification across stocks, bonds and commodities+ Strategies designed to provide investment income for a comfortable retirement+ Liability management, including access to lending services through Wells Fargo affiliates+ Risk management plans to help protect your retirement, through insurance(*) and other asset protection strategies
  • Various Technology & Telecom Companies
    Sales Management And Executive Roles
    Various Technology & Telecom Companies 1995 - 2011
    Seattle, Wa
    Led strategic account sales teams for telecom, mobile web and software firms, with responsibility for some of the largest global client accounts.

Steve Gunn Skills

Investment Strategies Financial Advisory Lgbt And Domestic Partner Financial Strategies Wealth Preservation Planning Long Term Care Insurance Tax Efficient Strategies Financial Services Iras Asset Allocation Mutual Funds Fixed Income College Savings Plans Annuities Equities Municipal Bonds 529 Plans Exchange Traded Funds Estate Investment Planning

Steve Gunn Education Details

  • Louisiana State University
    Louisiana State University
    Marketing
  • University Of Washington, Michael G. Foster School Of Business
    University Of Washington, Michael G. Foster School Of Business
    Executive Management

Frequently Asked Questions about Steve Gunn

What company does Steve Gunn work for?

Steve Gunn works for Wells Fargo Advisors

What is Steve Gunn's role at the current company?

Steve Gunn's current role is First Vice President - Investment Officer, Financial Advisor at Wells Fargo Advisors.

What is Steve Gunn's email address?

Steve Gunn's email address is st****@****ors.com

What is Steve Gunn's direct phone number?

Steve Gunn's direct phone number is +131487*****

What schools did Steve Gunn attend?

Steve Gunn attended Louisiana State University, University Of Washington, Michael G. Foster School Of Business.

What skills is Steve Gunn known for?

Steve Gunn has skills like Investment Strategies, Financial Advisory, Lgbt And Domestic Partner Financial Strategies, Wealth Preservation Planning, Long Term Care Insurance, Tax Efficient Strategies, Financial Services, Iras, Asset Allocation, Mutual Funds, Fixed Income, College Savings Plans.

Who are Steve Gunn's colleagues?

Steve Gunn's colleagues are Cheryl Salerno, Lea Taguinod, Blake Bumgarner, Craig Solenzio, Sabour Andkhoy, Cima® Cfp®, Mba, Andrew Mcgrath, Cfp®, Mark Mushkin.

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