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Scott Seltzer

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Scott Seltzer

Managing Director - Investments | Wells Fargo Advisors

New York, New York, United States

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Scott Seltzer

Summary

Scott Seltzer is a seasoned Managing Director and Private Wealth Financial Advisor with over three decades of experience in wealth management. He specializes in serving high-net-worth and ultra-high-net-worth clients, providing tailored strategies in tax efficiency, retirement planning, and intergenerational wealth transfer. As the founder of Coastal Capital Private Wealth Group, he has built a reputation for innovative solutions that cater to complex financial needs. His previous roles at prestigious firms like Morgan Stanley, JP Morgan, and UBS have enriched his expertise in equity, fixed-income vehicles, and municipal bonds. Scott's commitment to continuous learning and growth in financial markets drives his success in delivering exceptional client service. He is also recognized as one of Forbes' Best-In-State Wealth Advisors for two consecutive years, underscoring his credibility in the industry.

General

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Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Sustainability

Organisational experience

Corporate Experience

Scott Seltzer

Work Experience

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Managing Director - Investments at

Wells Fargo Advisors

September 2022 - Present

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Managing Director, Financial Advisor at

J.P. Morgan

October 2017 - September 2022

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Managing Director, Financial Advisor at

MORGAN STANLEY ADMINISTRADORA DE CARTEIRAS S/A

June 2010 - October 2017

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Senior Vice President, Financial Advisor at

UBS FINANCIAL SERVICES

June 2002 - June 2010

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Frequently Asked Questions about Scott Seltzer

What is Scott Seltzer email address?

Scott Seltzer's primary email address is *************@wellsfargoadvisors.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Scott Seltzer work for?

Scott Seltzer is a Managing Director - Investments at Wells Fargo Advisors, a company specializing in Functions related to depository banking.

How can I directly contact Scott Seltzer?

To contact Scott Seltzer directly, you can use the email address *************@wellsfargoadvisors.com. Complete contact information is available upon registration with Muraena.

Who is Scott Seltzer?

Scott Seltzer is a seasoned Managing Director and Private Wealth Financial Advisor with over three decades of experience in wealth management. He specializes in serving high-net-worth and ultra-high-net-worth clients, providing tailored strategies in tax efficiency, retirement planning, and intergenerational wealth transfer. As the founder of Coastal Capital Private Wealth Group, he has built a reputation for innovative solutions that cater to complex financial needs. His previous roles at prestigious firms like Morgan Stanley, JP Morgan, and UBS have enriched his expertise in equity, fixed-income vehicles, and municipal bonds. Scott's commitment to continuous learning and growth in financial markets drives his success in delivering exceptional client service. He is also recognized as one of Forbes' Best-In-State Wealth Advisors for two consecutive years, underscoring his credibility in the industry.

Scott`s contact details

mail

*************@wellsfargoadvisors.com

*************@jpmorgan.com

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