Steve Sherman
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Steve Sherman Email & Phone Number

Senior Vice President - Investments, Senior Financial Advisor at Wells Fargo Advisors
Location: United States 2 work roles 1 school
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✓ Verified August 2026 3 data sources Profile completeness 86%

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Current company
Role
Senior Vice President - Investments, Senior Financial Advisor
Location
United States
Company size

Who is Steve Sherman? Overview

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Quick answer

Steve Sherman is listed as Senior Vice President - Investments, Senior Financial Advisor at Wells Fargo Advisors, a with 15127 employees, based in United States. AeroLeads shows a matched LinkedIn profile for Steve Sherman.

Steve Sherman previously worked as Financial Advisor & Portfolio Manager at Morgan Stanley. Steve Sherman holds Bachelor'S Degree, Finance, General from Ithaca College.

Company email context

Email format at Wells Fargo Advisors

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Wells Fargo Advisors

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Profile bio

About Steve Sherman

I have been in the financial services industry for over 35 years. I take an open-minded, caring and honest approach to helping individuals and families reach their goals and enhance their financial future. I am dedicated to helping my clients meet their financial needs by developing investment plans around their long-term goals and risk tolerance. My extensive experience - throughout major shifts in the markets - enables me to help my clients structure balanced portfolios to address their specific financial goals.This information is intended for use by residents of AL, CA, CO, CT, FL, GA, IL, IN, MA, MD, ME, NC, NJ, NV, NY, PA, RI, SC, TN, TX, and VT 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

Current workplace

Steve Sherman's current company

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Wells Fargo Advisors
Wells Fargo Advisors
Senior Vice President - Investments, Senior Financial Advisor
st. louis, missouri, united states
Employees
15127
AeroLeads page
2 roles

Steve Sherman work experience

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

Senior Vice President - Investments, Senior Financial Advisor

Current

Westport, Connecticut, United States

Jan 2022 - Present

Financial Advisor & Portfolio Manager

Sep 1987 - Nov 2021
Team & coworkers

Colleagues at Wells Fargo Advisors

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1 education record

Steve Sherman education

FAQ

Frequently asked questions about Steve Sherman

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What company does Steve Sherman work for?

Steve Sherman works for Wells Fargo Advisors.

What is Steve Sherman's role at Wells Fargo Advisors?

Steve Sherman is listed as Senior Vice President - Investments, Senior Financial Advisor at Wells Fargo Advisors.

Where is Steve Sherman based?

Steve Sherman is based in United States while working with Wells Fargo Advisors.

What companies has Steve Sherman worked for?

Steve Sherman has worked for Wells Fargo Advisors and Morgan Stanley.

Who are Steve Sherman's colleagues at Wells Fargo Advisors?

Steve Sherman's colleagues at Wells Fargo Advisors include Larry Pulliam, Jerry Mcvean, Chris Lemay, Stephanie Warren, and Mark Mushkin.

How can I contact Steve Sherman?

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

What schools did Steve Sherman attend?

Steve Sherman holds Bachelor'S Degree, Finance, General from Ithaca College.

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