Wesley Allen Shutt
Advisor at Merrill — Juneau, AK
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
2 years
Location
Juneau, AK 99801
Merrill
Institution
Wesley Shutt is a Financial Advisor at Merrill Lynch Wealth Management, specializing in managing new wealth, personal retirement planning, and retirement income. He helps clients uncover what matters to them and their families to create strategies designed to pursue their financial goals.
Born and raised in Juneau, Alaska, Wesley served eight years in the United States Marine Corps before embarking on a 20-year career in mortgage lending. In 2024, he transitioned into financial advising, bringing his extensive experience in the financial sector to his current role. He holds the Personal Investment Advisor (PIA) designation and earned a High School Diploma from Juneau Douglas High School.
Outside of his professional work, Wesley enjoys spending time with his family engaged in outdoor activities such as fishing, hiking, and hunting. He values teaching his children about the culture and ecology of their local environment to foster a deeper appreciation of the land they inhabit.
Based on Merrill
SEC-reported: Commissions on certain transactions, including foreign securities and fixed income; mark-ups, markdowns and dealer spreads may apply to some trades.
Juneau, AK
801 W 10th St
Juneau AK 99801
Advisors at this office
4
Alaska · Texas
2 years of industry experience
Bank of America, N.A.
2024 - Present • 2 years
Juneau, AK
Merrill
2024 - Present • 2 years
Juneau, AK
Unemployed
2024 - 2024 • 1 year
Juneau, AK
Movement Mortgage
2021 - 2024 • 3 years
Juneau, AK
True North FCU
2018 - 2021 • 3 years
Juneau, AK
Wells Fargo Home Mortgage
2011 - 2018 • 7 years
Juneau, AK
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Insurance agent
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Bank
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Trust company
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Real estate agent
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Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
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