Steven Tann is a Managing Director – Investment with Wells Fargo Advisors. He helps create, implement, and manage tailored portfolios for high-net-worth individuals, entertainment professionals, small business owners, and retirees. He is particularly focused on investment planning, helping to ensure that his clients’ assets are positioned to pursue long-term objectives. Steven is dedicated to maintaining strong relationships with his clients, and encourages communication, dictated by their needs and comfort level, to keep them informed about the process and steps involved in seeking to reach their goals.

Steven’s investment management experience began as an intern at Bear Stearns while he was in college. He went on to build a successful 17-year career in television production and management, where he observed fellow industry executives who he felt oftentimes lacked proper preparation for their long-term financial futures. Recognizing an opportunity to assist others in addressing this important need, Steven returned to the financial services industry to build a second career.

From 1984 to 1989, Steven was an Investment Associate with Bear Stearns. He then joined Triad Artists in 1989, and held senior executive positions at Spelling Television, Columbia TriStar Television, New Line Cinema and 3 Arts Entertainment from 1995 to 2005. He moved to ABC Studios as Head of Current Programming through 2008. Steven returned to financial services in 2010, joining Morgan Stanley as a Financial Advisor. He transitioned to J.P. Morgan two years later and entered his current role at Wells Fargo Advisors in 2021.

Growing up in the suburbs of Michigan and Southern Florida, Steven graduated from the University of Southern California, where he earned a B.S. in Business Administration. He lives in West Los Angeles with his three rescued Rottweilers, Hera, Bear, and Athena. In his free time, Steven likes to golf, play tennis, ski, and practice martial arts, in which he is actively working toward his third black belt. He is active in his community, volunteering as a mentor to inner-city youth.

Alberto began his career in the financial services industry in 2009 with Wells Fargo Bank. He held different roles within the branch setting including leadership roles that enable him to have a passion to do what’s right for clients, employees and the business itself. He began supporting Wells Fargo Advisors, February 2022 after obtaining his FINRA Series 7 and 66 registrations.

Alberto takes a proactive approach by going above and beyond to provide value and service to the team’s clients. His goal is to ensure consistency in the operations of the practice on a daily basis and provide an exceptional client experience. Alberto can fulfill client requests, assist with financial transactions, and perform account maintenance and trades. He also provides assistance around preparation for client review meetings, new client onboarding, and retirement planning.

Alberto lives in Long Beach and outside of work he fully enjoys the outdoors, finding new places to hike around California and he is currently training to do his third Spartans Race.