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.
What Is the State of Your Estate?
Formally documenting your wishes for your estate may seem daunting, as it involves grappling with your mortality. But it is crucial part of a comprehensive wealth plan, one that goes beyond finances and cash flow.
Formal estate plans can help:
- Lead to timely, efficient estate settlement and distributions to beneficiaries
- Reduce potential family dynamics issues
- Prevent unwanted tax liability
- Provide comfort and continuity that your wishes will be followed as you age and after you’re gone
- Align your wealth transfer with your charitable vision.
It’s important to remember that your estate plan isn’t set in stone. You should revisit it at least annually to account for changes to your goals or life. We can refer you to Wells Fargo affiliates or work with your existing estate plan provider to provide crucial guidance for this pillar of effective wealth management.
Essential Estate Planning Documents
The number of documents in your estate plan will depend entirely on your circumstances, but these five can be considered must-haves for most people.
Will – This legal document expresses your wishes for distributing your property after you die. Establishing a will is important, especially if you have minor children or significant assets.
Durable Power of Attorney - This gives someone else authority to make financial decisions on your behalf if you become unable. This is highly recommended as it ensures your finances will be handled properly if you cannot do so yourself.
Healthcare Power of Attorney - If you can’t communicate your wishes regarding your care, this document ensures they will be honored in the event of your incapacitation.
Living Will - This outlines your wishes for end-of-life care, including life support or other medical treatments.
Revocable Living Trust - With this document, you can avoid probate court and distribute your property according to your wishes after you die. This can save time and money while adding an additional layer of privacy.
Trust services available through banking and trust affiliates in addition to nonaffiliated companies of Wells Fargo and its affiliates.
Wells Fargo and Company and its Affiliates do not provide tax or legal advice. Be sure to consult with your tax and legal advisors before taking any action that could have tax consequences. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.
Wealth & Investment Management offers financial products and services through bank and brokerage affiliates of Wells Fargo & Company. Bank products and services are available through Wells Fargo Bank, N.A., Member FDIC.
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