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Scott Seltzer
Scott Seltzer
Managing Director - Investments | Wells Fargo Advisors
New York, New York, United States
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.
Scott Seltzer
Work Experience
Managing Director - Investments at
Wells Fargo Advisors
September 2022 - Present
Managing Director, Financial Advisor at
J.P. Morgan
October 2017 - September 2022
Managing Director, Financial Advisor at
MORGAN STANLEY ADMINISTRADORA DE CARTEIRAS S/A
June 2010 - October 2017
Senior Vice President, Financial Advisor at
UBS FINANCIAL SERVICES
June 2002 - June 2010
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
*************@wellsfargoadvisors.com
*************@jpmorgan.com
Colleagues
First Vice President - Investments
Financial Advisor, Vice President - Branch Manager
Managing Director-Investments
Managing Director-Branch Manager at Wells Fargo Advisors
Managing Director-Investments - Abeles Flurie Wealth Management Group
Vice President, Lead Business Growth Strategy Consultant
Executive Director, Compliance Senior Manager
Vice President, Senior Compliance Specialist
Financial Advisor, Managing Director-Investment Officer
Vice President, BP&CG