Scott Pedvis

Scott has spent his entire career focusing exclusively on advising ultra-high-net-worth individuals and families on sophisticated investment and planning matters. His expertise encompasses all facets of wealth planning, business succession planning, executive compensation and access to lending services through Wells Fargo affiliates. Scott's clients particularly appreciate his attention to detail, communication style, and ability to synthesize and concisely explain large volumes of complex information. Prior to joining Wells Fargo Advisors in 2016, Scott worked in JPMorgan's private equity and financial sponsors group, where he worked extensively with the world's most successful private equity principals and firms. Drawing on his experience across various asset classes, he brings together one of the most sophisticated asset allocation methodologies and advanced quantitative and qualitative insights to create an extremely disciplined approach to portfolio construction and thoughtful application of leverage. Scott has been quoted in many media outlets including Barron's, NBC, ABC, CBS, FOX, Financial Planning magazine, Newsday, U.S. News & World Report and USA Today. He is also a Business Insider Money Council contributor and was featured in Wells Fargo's "A Minute about Money" video series on all Wells Fargo media platforms. In addition, Scott was named a 2019-2022 Forbes Top Next Gen Wealth Advisor both nationally and for New York State and a 2020-2023 Forbes Best-in-State Wealth Advisor. He is a graduate of McGill University, and he holds FINRA Series 7, 63 and 66 registrations, as well as the New York Life Insurance license.