D. Shane Howat, MBA

I provide wealth management services to families, business owners and entrepreneurs. By taking the time to discover my clients goals, values, dreams, concerns and challenges I can guide my clients on strategies designed to help grow and preserve their assets over multiple generations. I have in-depth experience in investment planning and investment management, but I also bring in professionals with the expertise necessary for a successful wealth management plan. I will also work with any professionals with whom you already have a relationship. To help my clients achieve their financial goals, I employ a disciplined investment management process. *Establishing investment goals and objectives *Determine a clients risk tolerance *Develop an asset allocation strategy *Construct portfolios *Execute investment strategy *Evaluate progress and make necessary adjustments This information is intended for use only by residents of CA, DE, OK, PA, and TX. /*********/ 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 Invested 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. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social