Steven Sherman

For more than 35 years, clients have relied on my expertise to help them achieve their goals for financial security and success. My priority is to empower them to make informed financial decisions with confidence. I leverage my deep knowledge and experience to help my clients manage the complexities of their business, family and personal financial lives by advising them on the options, opportunities, upsides and downsides of their unique situations. I take pride in collaborating with my clients in times of both celebration and challenge, through the ups and downs in their lives and in the market. I work with individuals, families and institutions across the United States to provide targeted, comprehensive financial advice. I take a client-first approach and focus on utilizing my background, my financial acumen and the full breadth of resources available at Wells Fargo Advisors to help clients achieve their goals. As a Senior PIM Portfolio Manager - a certification earned by only select advisors - I am also able to make investment decisions on behalf of my clients. I was honored to receive the Five Star Wealth Management Award from 2013 to 2021 in both the Connecticut and Westchester areas. Throughout my career I have built my reputation on my candor and compassion, a high level of service and professional integrity, establishing long-term relationships, and striving to make a difference for my clients.