Johnathan Shaw, Cfp®
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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 May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 1 phone

Work email j****@morganstanley.com
Direct phone (704) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
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 company 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.

Company email context

Email format at Wells Fargo Advisors

This section adds company-level context without repeating Johnathan Shaw, Cfp®'s masked contact details.

*@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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Profile bio

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

Company context helps verify the profile and gives searchers a useful next step.

Wells Fargo Advisors
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

A career timeline built from the work history available for this profile.

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.

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

Advisor Consultant, Vice President

Wells Fargo Advisors

Charlotte, North Carolina Area

Jun 2015 - Dec 2019

Retirement Consultant, Vice President

Wells Fargo Advisors

Charlotte, North Carolina Area

I consult with Financial Advisors at Wells Fargo Advisors to help them increase their focus on gathering retirement assets and offering guaranteed income solutions to their clients.

Sep 2006 - Jun 2015

Senior Internal Wholesaler

Wells Fargo Advisors

Charlotte, North Carolina Area

Jun 2003 - Sep 2006

Financial Advisor

Waddell & Reed Financial Services

Charlotte, North Carolina Area

Financial Planning, Insurance, and Small Business Consulting

Jul 2001 - Dec 2001

Investment Representative

Vanguard

Assisted shareholders review, modify and implement investment strategies.

Jun 2000 - Aug 2001
Team & coworkers

Colleagues at Wells Fargo Advisors

Other employees you can reach at wellsfargoadvisors.com. View company contacts for 14520 employees →

JP John Pollard John Pollard Colleague at Wells Fargo Advisors Edmond, Oklahoma, United States, United States View → JC Jesse Conary Jesse Conary Colleague at Wells Fargo Advisors Reno, Nevada, United States, United States View → SR Suzanne Roberts Suzanne Roberts Colleague at Wells Fargo Advisors Palatine, Illinois, United States, United States View → PC Paula Clanton Paula Clanton Colleague at Wells Fargo Advisors Mobile, Alabama, United States, United States View → TM Tammy Milling Tammy Milling Colleague at Wells Fargo Advisors Enumclaw, Washington, United States, United States View → DM Devon Massi Devon Massi Colleague at Wells Fargo Advisors Newport Beach, California, United States, United States View → TH Tom Henry Tom Henry Colleague at Wells Fargo Advisors Hilton Head Island, South Carolina, United States, United States View → ZC Zena Crawford Zena Crawford Colleague at Wells Fargo Advisors Helena, Montana, United States, United States View → AM Allen Morris Aams, Crpc Allen Morris Aams, Crpc Colleague at Wells Fargo Advisors Spartanburg, South Carolina, United States, United States View → TC Traci Chilton Traci Chilton Colleague at Wells Fargo Advisors China Grove, North Carolina, United States, United States View →
2 education records

Johnathan Shaw, Cfp® education

FAQ

Frequently asked questions about Johnathan Shaw, Cfp®

Quick answers generated from the profile data available on this page.

What company does Johnathan Shaw, Cfp® work for?

Johnathan Shaw, Cfp® works for Wells Fargo Advisors.

What is Johnathan Shaw, Cfp®'s role at Wells Fargo Advisors?

Johnathan Shaw, Cfp® is listed as Premier and Centralized Growth Director at Wells Fargo Advisors.

What is Johnathan Shaw, Cfp®'s email address?

AeroLeads has found 1 work email signal at @morganstanley.com for Johnathan Shaw, Cfp® at Wells Fargo Advisors.

What is Johnathan Shaw, Cfp®'s phone number?

AeroLeads has found 1 phone signal(s) with area code 704 for Johnathan Shaw, Cfp® at Wells Fargo Advisors.

Where is Johnathan Shaw, Cfp® based?

Johnathan Shaw, Cfp® is based in Charlotte, North Carolina, United States while working with Wells Fargo Advisors.

What companies has Johnathan Shaw, Cfp® worked for?

Johnathan Shaw, Cfp® has worked for Wells Fargo Advisors, Morgan Stanley, Wells Fargo Advisors Formally Wachovia Securities, Waddell & Reed Financial Services, and Vanguard.

Who are Johnathan Shaw, Cfp®'s colleagues at Wells Fargo Advisors?

Johnathan Shaw, Cfp®'s colleagues at Wells Fargo Advisors include John Pollard, Jesse Conary, Suzanne Roberts, Paula Clanton, and Tammy Milling.

How can I contact Johnathan Shaw, Cfp®?

You can use AeroLeads to view verified contact signals for Johnathan Shaw, Cfp® at Wells Fargo Advisors, including work email, phone, and LinkedIn data when available.

What schools did Johnathan Shaw, Cfp® attend?

Johnathan Shaw, Cfp® holds Black/African American Leaders Program from Ucla Anderson School Of Management.

What skills is Johnathan Shaw, Cfp® known for?

Johnathan Shaw, Cfp® is listed with skills including Estate Planning, Financial Advisory, Series 63, Fixed Annuities, Insurance, Retirement Planning, Financial Planning, and Portfolio Management.

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