Eliot Shatzman

Since beginning my career on Wall Street in 1984, I have been advising individuals, families and businesses with their investment, retirement income and estate planning strategy needs. My practice is focused on one theme: Simplifying the financial life of clients. My process is goals based, understanding client needs and presenting powerful strategies at each stage of their financial lifecycle. Whether helping clients manage wealth during their working years or establishing lifetime income plans at retirement, I bring my clients in-depth industry experience that comes from almost four decades of navigating the financial markets.Active in the civic community, I am on the board of trustees of Capitol Technology University, an accredited private non-profit STEM focused University in the greater Washington, DC area. Prior activity includes serving on the regional boards of the American Heart Association, Jewish Social Service Agency and St. Jude Children’s Research Hospital.Outside the office, my passion is music. An active member of the Country Music Association, I can often be found following that passion helping artists pursue their dreams.This information is intended for use by residents of CA, CO, CT, DC, DE, FL, GA, MD, NC, NJ, NY, OR, and TX 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