Your Goals and Dreams, Our Guidance
Jeffrey Shuster
Managing Director - Investments
Email Address
jeffrey.m.shuster@wellsfargoadvisors.comPhone Number
(631) 753-4657Toll Free
(800) 354-1236For more than four decades at the same firm, Jeffrey has used his process to create customized solutions to assist his private clients to reach their goals. Working with a family's existing CPAs and/or attorneys, an independent team approach is established to create a comfort level with the common understanding to address each client's needs and sensitive concerns. Jeffrey appreciates that each client has their own unique set of needs, family circumstances, financial objectives and tolerances to risk. Therefore, each portfolio is structured and designed to assist clients in understanding "the hows" and "the whys" of their portfolio construction. Any questions are answered, and thoroughly discussed in advance, prior to implementation. Trust and integrity are the foundations of Jeffrey's practice. His emphasis is to build long-term relationships with his clients. Jeffrey's goal is to discuss each individual's risk tolerance and build rapport with his clients' other family advisors to bring a 360 degree view of their financial situation. Jeffrey's greatest joy is working with 2 or 3 generations within the same family to help manage and transition their wealth. Jeffrey holds a Bachelor's degree in finance from Long Island University. Working along side Jeffrey is his assistant Lorraine Brady. Lorraine is a Senior Registered Client Associate, and has been with Wells Fargo Advisors for over 20 years. Lorraine's experience and system knowledge will result in a highly personalized client centric service experience within all areas of client operational needs.
Bringing Confidence to Your Investment Planning
We help clients pursue their investment goals with sound financial strategies. You deserve a personal, tailored plan. Lasting, meaningful, and open relationships are the foundation of our practice. You’ve worked hard for your money and should feel confident with your investment choices as you make decisions for your financial future.
1Investment returns may fluctuate and are subject to market volatility, so that an investor’s shares, when redeemed, or sold, may be worth more or less than their original cost.
2Variable annuities are long-term investments appropriate for retirement funding and are subject to market fluctuations and investment risk. Guarantees are based on the claims-paying ability of the issuing insurance company. Guarantees apply to minimum income from an annuity; they do not guarantee an investment return or the safety of the underlying funds.
Our Investing Process
We follow a time-tested process to help ensure your wealth is managed to the best of our abilities:
1. In-Depth Discovery Session. You do the talking, we listen—unless we ask questions to fully understand what you want to achieve.
2. Research. And Research. We review various portfolio constructions before presenting a plan that aims to accomplish your goals.
3. Implement. Once you give us permission, we’ll initiate our agreed upon plan.
4. Refine. Your goals or priorities can change over time or sometimes in an instant. We’ll work together to reallocate your assets to respond to your life’s developments.
