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Steven S

Series 63, Series 66

Murray, UT

Wells Fargo Advisors

Steven Sheffield is a financial advisor at Wells Fargo Advisors with 16 years of industry experience. He previously worked at LPL Financial and Backcountry.com LLC. Outside of his advisory career, he has been involved with Cycling Utah Inc. for several years. Wells Fargo Advisors serves individuals, trusts, and institutional clients offering a broad range of investment and financial planning services, including specialized planning areas such as business-owner transition and special-needs analysis. Advisors use firm research and tools to provide tailored recommendations, with clients choosing how to implement them.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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