Shawn Gruver

 

Shawn is the Managing Director - Investments and Senior PIM Portfolio Manager for Gruver Wealth Management of Wells Fargo Advisors. He has been named by Forbes as a 2024, 2023 & 2021 Best-In-State Wealth Advisor and a 2019 & 2018 Top Next-Gen Wealth Advisor.* Prior to his current position, he was a Vice President & Senior Portfolio Manager at UBS for 5 years, an Associate Vice President & Portfolio Manager at Morgan Stanley for 7 years, and started his career at Paine Webber in 2001.
 
 Shawn has been successfully navigating high net worth individuals and families through major volatile market cycles since the dot-com bubble at the turn of the century. He has been recognized in multiple firms as a leader. Since joining Wells Fargo Advisors, he has been named to the Platinum Council (previously known as Premier Advisor) from 2014-2024.**
 
 Because each client's financial situation is unique and often complex, Shawn works closely with his clients, their accounts, attorneys, and other professional advisors to educate, design strategy, and coordinate implementation.
 
 As a Financial Advisor, Shawn's goal is to develop deep relationships with all his clients in which he plays a key role in their financial life. His objective is to provide clarity and structure to all parts of their finances. Many of his clients have already created their wealth, and therefore, when properly managed, his clients have the ability to live secure, comfortable lives while achieving their most important goals.
 
 Shawn was born in Los Angeles but grew up around the world. He attended the Marshall School of Business at University of Southern California where he received a BS in Business Administration with a Financial Markets Emphasis. He also received a Theatre Minor from the School of Dramatic Arts, and therefore graduated as a Renaissance Scholar because of his widely separated fields of study. He holds the FINRA Series 7 and 66 registrations, a CA insurance licenses as well as the CERTIFIED FINANCIAL PLANNER® accreditation. Shawn is bilingual in German and English and also is an avid freestyle skier. 

 

For more information, please visit our team website at www.gruverwealthmanagement.com 

 CA Insurance License Number: 0E24347. Resident State CA

*2024 Forbes Best-In-State Wealth Advisors: Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 06/30/22 – 06/30/23 (Source: Forbes.com). 2021 Forbes Best-In-State Wealth Advisors: Awarded February 2021; Data compiled by SHOOK Research LLC based on the time period from 06/30/19 – 06/30/20 (Source: Forbes.com). 2019 Forbes Top Next-Gen Wealth Advisors: Awarded June 2019; Data compiled by SHOOK Research LLC based on the time period from 3/31/18 – 3/31/19 (Source: Forbes.com). 2018 Forbes Top Next-Gen Wealth Advisors: Awarded July 2018; Data compiled by SHOOK Research LLC based on the time period from 3/31/17 – 3/31/18 (Source: Forbes.com). Fee paid for use of marketing materials. View Award Disclosures 

**The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients. 

Wells 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.  PM-12142025-6526806.1.2.  Read Less