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Johnathan Shaw, Cfp® Email & Phone Number

Premier and Centralized Growth Director at Wells Fargo Advisors

Location: Charlotte, North Carolina, United States 10 work roles 2 schools

1 work email found @morganstanley.com 1 phone found area 704 LinkedIn matched

✓ Verified Jul 2026 4 data sources Profile completeness 100%

Current company

Wells Fargo Advisors

Role

Premier and Centralized Growth Director

Location

Charlotte, North Carolina, United States

Company size

14520 employees

Who is Johnathan Shaw, Cfp®? Overview

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Quick answer

Johnathan Shaw, Cfp® is listed as Premier and Centralized Growth Director at Wells Fargo Advisors, a with 14520 employees, based in Charlotte, North Carolina, United States. AeroLeads shows a work email signal at morganstanley.com, phone signal with area code 704, and a matched LinkedIn profile for Johnathan Shaw, Cfp®.

Johnathan Shaw, Cfp® previously worked as High Net Worth Branch Manager at Wells Fargo Advisors and Executive Director, Sub Complex Manager at Morgan Stanley. Johnathan Shaw, Cfp® holds Black/African American Leaders Program from Ucla Anderson School Of Management.

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Email format at Wells Fargo Advisors

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*@morganstanley.com

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AeroLeads found 1 current-domain work email signal for Johnathan Shaw, Cfp®. Compare company email patterns before reaching out.

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About Johnathan Shaw, Cfp®

This information is intended for use by residents of AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, and WY 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

Listed skills include Estate Planning, Financial Advisory, Series 63, Fixed Annuities, and 29 others.

Current workplace

Johnathan Shaw, Cfp®'s current company

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Wells Fargo Advisors

Premier and Centralized Growth Director

Charlotte, NC, US

Website

wellsfargoadvisors.com

Employees

14520

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Company profile

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10 roles

Johnathan Shaw, Cfp® work experience

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Premier And Centralized Growth Director

Wells Fargo Advisors

Charlotte, Nc, Us

High Net Worth Branch Manager

Current

Wells Fargo Advisors

Charlotte Metro

High Net Worth Leader

Apr 2024 - Present

Executive Director, Sub Complex Manager

Morgan Stanley

Winston-Salem, North Carolina, United States

©2023 Morgan Stanley Smith Barney LLC (‘MSSB’), Member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. Statements and messages are for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.htmlCertified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements. Johnathan Shaw may only transact business in states where he is registered or excluded or exempted from registration. "http://brokercheck.finra.org" Transacting business, follow-up and individualized responses involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where Johnathan Shaw is not registered or excluded or exempt from registration.

Apr 2021 - Apr 2024

Regional Productivity Manager, Senior Vice President

Wells Fargo Advisors

Charlotte, North Carolina, United States

As a player/coach I work with Financial Advisors and Wealth Managers to grow, build and enhance client relationships. I also lead a Regional Business Development Team covering NC, VA, and West Virginia.

Dec 2019 - Apr 2021