Scott Pedvis

Scott Pedvis, Senior Financial Advisor, has spent his entire career focusing exclusively on advising ultra-high-net-worth individuals and families on sophisticated investment and planning matters.  His background 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 some of the world’s largest private equity firms and their principals.  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.

 

2022 Forbes Top Next-Gen Wealth Advisors: Awarded August 2022; Data compiled by SHOOK Research LLC, based on the time period from 3/31/21 – 3/31/22 (Source: Forbes.com).  2021 Forbes Top Next-Gen Wealth Advisors: Awarded August 2021; Data compiled by SHOOK Research LLC, based on the time period from 3/31/20 – 3/31/21. 2020 Forbes Top Next-Gen Wealth Advisors: Awarded August 2020; Data compiled by SHOOK Research LLC, based on the time period from 3/31/19 – 3/31/20.  2019 Forbes Top Next-Gen Wealth Advisors: Awarded August 2019; Data compiled by SHOOK Research LLC, based on the time period from 3/31/18 – 3/31/19.  The Forbes Top 250 Wealth Advisors (AKA Top Wealth Advisors) rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC.  Investment performance is not a criterion. Self-completed survey was used for rating.  This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

 

2023 Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC  based on the time period from 6/30/22 – 6/30/23 (Source: Forbes.com).  2022 Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC  based on the time period from 6/30/21 – 6/30/22. 2021 Best-In State Wealth Advisors: Awarded April 2021; Data compiled by SHOOK Research LLC  based on the time period from 6/30/20 – 6/30/21.  2020 Best-In-State Wealth Advisors: Awarded April 2020; Data compiled by SHOOK Research LLC  based on the time period from 6/30/19 – 6/30/20.  The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC.  Investment performance is not a criterion.  Self-completed survey was used for rating.  This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.