Eliot Shatzman
Senior Vice President - Investments
PIM Portfolio Manager
Email Address
Eliot.Shatzman@WellsFargoAdvisors.comPhone Number
(301) 961-0121Toll Free
(800) 368-2704Find Me On
With more than four decades in financial services, I help high-achieving and high-profile individuals simplify complexity and elevate their financial lives. From my start on Wall Street in 1984 to today’s fast-moving markets, I’ve guided clients through every economic cycle, delivering trusted advice in wealth management, retirement income planning, and estate planning strategies.
My practice is built on trust, clarity, and long-term relationships. I take a goals-based approach—listening first, then providing strategies that help support each stage of the financial life cycle. Whether maximizing wealth during peak earning years or designing sustainable income plans for retirement, I bring seasoned insight and a steady hand shaped by decades of market experience.
Active in the civic community, I’ve served on boards for organizations dedicated to education, health, and social impact, including Capitol Technology University, the American Heart Association, Jewish Social Service Agency, and St. Jude Children’s Research Hospital.
Outside of finance, my passion is music. As a proud member of the Country Music Association, I champion emerging artists and capture the energy of live performances through concert photography.
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