David S. Sherline
Managing Director - Investments
Senior PIM Portfolio Manager
Credentials
Senior PIM® Portfolio Manager
David S. Sherline, Managing Director – Investments is a Senior PIM® Portfolio Manager. His in-depth training allows him to manage client portfolios in a discretionary manner, guided closely by technical and fundamental analysis including incorporating the research recommendations and collective insights of Wells Fargo Securities and external research firms. Each portfolio follows an investment plan customized to the client's needs, their cash flow and liquidity needs, and tax situation.
The PIM program is not designed for excessively traded or inactive accounts and is not appropriate for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. The minimum account size for this program is $50,000.
CERTIFIED FINANCIAL PLANNER®
Doug Casale, Financial Consultant has earned the CERTIFIED FINANCIAL PLANNER® professional certification. To earn his CFP® credential, he completed hundreds of hours of rigorous courses and examinations offered by various colleges and universities across the country. These courses are then followed by a 10-hour comprehensive examination administered according to the Certified Financial Planner Board of Standards. The qualification process is comprehensive array of advice and skill-based approach that distinguishes CERTIFIED FINANCIAL PLANNER® practitioners from other professional advisors, who typically focus on only one area of a client's financial life.
Qualified Plan Financial Consultant (QPFC)
David S. Sherline, Managing Director – Investments is a Qualified Plan Financial Consultant. The QPFC is the professional credential for financial professionals who sell, advise, market or support qualified retirement plans. As a QPFC David has expertise and experience to help their clients objectively review their financial situation and retirement planning, isolate potential concerns, and provide advice and guidance for tending to these financial matters.
Additional Resources
To support your financial needs, we can assemble a team of Wells Fargo specialists that will work with and your attorney, accountant, and other outside advisors. We have listed some specialists from affiliated business lines of Wells Fargo & Company. These resources are employed by Wells Fargo Wealth and Investment Management (WIM) and Wells Fargo Bank*. Although they are an available resource, they are not members of our practice, nor can they make securities recommendations, or discuss brokerage or advisory accounts or products. If you have questions about how a specialist might be able to assist you, please contact us.
*Tim Rahr, CEPA®
Business Owner Advisory Strategist
*Tim Rahr, CEPA®Advice & Planning/Business Owner Advisory
Wells Fargo & Company
Tim Rahr is a lead strategist with Business Owner Advisory within Wells Fargo’s Advice and Planning. Tim advises business owners with ownership transition alternatives and strategies by offering education, industry and market insights, and planning guidance regarding business transition, succession, and governance. Business Owner Advisory provides advice that integrates business value, financial and wealth implications, owner and family dynamics, personal objectives, and tax considerations to aid clients in evaluating their transition options.
Prior to joining Wells Fargo, Tim was a partner in a national chief financial officer services firm that provided business transition and corporate finance services to closely-held companies. Prior to his consulting role, he served as chief financial officer, then as president at a family-owned media company. During his sixteen year tenure, he was instrumental in structuring ownership transition to next-generation family members. Earlier in his career, Tim held a series of sales and operations management positions at Associates First Capital, and was a partner in a residential construction and development company.
Tim earned his bachelor’s degree from Middlebury College, and completed executive education coursework at the Wharton School of the University of Pennsylvania. Tim has been awarded the Certified Exit Planning Advisor (CEPA) designation.
Tim and his wife Sarah live in New Haven, CT. When not advising owners of closely-held businesses, Tim enjoys cooking, gardening, and playing golf.
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Wells Fargo Wealth and Investment Management (WIM) offers financial products and services through affiliates of Wells Fargo & Company.
Bank products and services are available through Wells Fargo Bank, N.A.
Wells Fargo Bank, N.A. (“the Bank”) offers various banking, advisory, fiduciary and custody products and services, including discretionary portfolio management. Wells Fargo affiliates, including Financial Advisors of Wells Fargo Advisors, may be paid an ongoing or one-time referral fee in relation to clients referred to the Bank. In these instances, the Bank is responsible for the day-to-day management of any referred accounts.
Wells Fargo and Company and its affiliates do not provide tax or legal advice. This communication cannot be relied upon to avoid tax penalties. Please consult your tax and legal advisors to determine how this information may apply to your own situation. Whether any planned tax result is realized by you depends on the specific facts of your own situation at the time your tax return is filed.
