The Showalter McCormick Financial Group

Working with The Showalter McCormick Financial Group

The Showalter McCormick Financial Group provides holistic, personalized advice to affluent individuals, families, and their estates. We work with corporate executives, family offices, entrepreneurs, and leaders in their respective industries to develop and execute appropriate strategies and supporting tactics to help them achieve their goals.

Our Approach

While we are pleased to benefit from the vast resources of a large financial services institution, we believe Wells Fargo Advisors works for our clients, and it is our responsibility to deliver the best services and products the firm has to offer.

We value our clients and strive to deliver highly customized financial strategies with high touch service. Our team is available on our clients’ time. We collaborate with accountants, attorneys, insurance experts, and other partners to ensure a comprehensive approach to helping achieve client goals.

Our team focuses on the issues that matter most to the clients we serve. We strive to understand the VISION you have for you and your family and the COMMITMENT you have made to living in accordance with your vision. Likewise, we understand specific GOALS you wish to achieve along the way. We then work together to execute the appropriate STRATEGIES, TACTICS, and TOOLS to help get you there.

Our Collaboration with Wells Fargo

Wells Fargo & Company (NYSE: WFC) is a leading financial services company that has approximately $1.9 trillion in assets, proudly serves one in three U.S. households and more than 10% of small businesses in the U.S., and is the leading middle market banking provider in the U.S. We provide a diversified set of banking, investment and mortgage products and services, as well as consumer and commercial finance, through our four reportable operating segments: Consumer Banking and Lending, Commercial Banking, Corporate and Investment Banking, and Wealth & Investment Management. Wells Fargo ranked No. 37 on Fortune’s 2021 rankings of America’s largest corporations. In the communities we serve, the company focuses its social impact on building a sustainable, inclusive future for all by supporting housing affordability, small business growth, financial health and a low-carbon economy. News, insights, and perspectives from Wells Fargo are also available at Wells Fargo Stories. Additional information may be found at wellsfargo.com | Twitter: @WellsFargo 

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Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AZ, CA, CO, FL, GA, HI, IL, IN, KS, KY, MI, MN, MO, NC, NY, OH, SC, TX, UT, WA, WI). Securities-related services may not be provided to individuals residing in any state not listed above.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social.

© 2022 Wells Fargo Clearing Services, LLC. All rights reserved.

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