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Scott Sinclair, MBA
Financial Advisor
Email Address
scott.sinclair@wellsfargoadvisors.comPhone Number
(415) 395-2477Toll Free
(800) 634-4965Background and experience
After earning a Bachelor’s degree in business from Rider University, Scott Sinclair earned his MBA degree from Pace University in New York City in 1979. He has been serving the financial needs of his clients from the firm’s San Francisco office since 1985. Scott lives in Marin County, CA with his wife, Jennifer, where they raised their three daughters.
His recommendations are based upon careful consideration of his clients’ investment objectives, risk tolerance and their ability to achieve these goals. His analysis of their needs and correctly matching them to a comprehensive investment plan form the basis of his relationship with a client.
Scott works with all aspects of investment planning on a daily basis. These areas include investment analysis, tax-advantaged investing, college funding, retirement and estate planning strategies.
About Wells Fargo Advisors
Wells Fargo Advisors, which traces its roots to 1879, grew over the years through mergers with some of the industry’s most respected regional and national firms. Throughout their histories, Wells Fargo Advisors’ predecessors were known for exceptional service based on trust and knowledge and for corporate cultures that put client needs above all else.
CA Insurance License Number: 0A06410
Resident State CA.
Certificates
MBA
eMoney Advisor®
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