Leadership

Gruver Wealth Management

Shawn V. Gruver, CFP^®

Managing Director – Investments
Senior PIM Portfolio Manager

Shawn is the Managing Director - Investments and Senior PIM Portfolio Manager for Gruver Wealth Management of Wells Fargo Advisors. He has been named by Forbes as a 2024, 2023 & 2021 Best-In-State Wealth Advisor and a 2019 & 2018 Top Next-Gen Wealth Advisor.*

Prior to his current position, he was a Vice President & Senior Portfolio Manager at UBS for 5 years, an Associate Vice President & Portfolio Manager at Morgan Stanley for 7 years and started his career at Paine Webber in 2001. While at Wells Fargo Advisors, he has been named to the Platinum Council every year (2014-2024).**

Shawn has been successfully navigating high net worth individuals and families through major volatile market cycles since the dot-com bubble at the turn of the century. Because each client’s financial situation is unique and often complex, Shawn works closely with his clients, their accounts, attorneys, and other professional advisors to educate, design strategy, and coordinate implementation.

As a Financial Advisor, Shawn’s goal is to develop deep relationships with all his clients in which he plays a key role in their financial life. His objective is to provide clarity and structure to all parts of their finances. Many of his clients have already created their wealth, and therefore, when properly managed, his clients have the ability to live secure, comfortable lives while achieving their most important goals.

Shawn was born in Los Angeles but grew up around the world. He attended the Marshall School of Business at University of Southern California where he received a BS in Business Administration with a Financial Markets Emphasis. He also received a Theatre Minor from the School of Dramatic Arts, and therefore graduated as a Renaissance Scholar because of his widely separated fields of study. He holds the FINRA Series 7 and 66 registrations, a CA insurance licenses as well as the CERTIFIED FINANCIAL PLANNER™ accreditation. Shawn is bilingual in German and English and is an avid freestyle skier.

CA Insurance License Number: 0E24347. Resident State CA

*2024 Forbes Best-In-State Wealth Advisors: Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23. (Source: Forbes.com) 2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22. 2021 Forbes Best-In-State Wealth Advisors: Awarded February 2021; Data compiled by SHOOK Research LLC based on the time period from 6/30/19 - 6/30/2020. 2019 Forbes Top Next-Gen Wealth Advisors: Awarded June 2019; Data compiled by SHOOK Research LLC based on the time period from 3/31/18-3/31/19. 2018 Forbes Top Next-Gen Wealth Advisors: Awarded July 2018; Data compiled by SHOOK Research LLC based on the time period from 3/31/17-3/31/18. The Forbes Best-in-State Wealth Advisors and Top Next-Gen Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. Fee paid for use of marketing materials.

**The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients.

Flavio Atoche

Financial Advisor

Flavio joined Gruver Wealth Management of Wells Fargo Advisors in 2018 and transitioned to a Financial Advisor role for the team in 2019. Flavio provides a full range of financial services and solutions to Wells Fargo Advisors’ high net worth clients.

As a Financial Advisor, Flavio prides himself on being a personal stakeholder in his clients’ lives and ensure that he provides them top-tier service to help obtain their financial goals. Flavio implements financial solutions to guide each client to help achieve their goals through the team’s specialized knowledge and full suite of services. Flavio works together with each client to help create deep relationships built on a customized plan to protect and potentially grow their wealth over time.

Flavio was born in Lima, Peru but moved to California at a young age. Flavio is a graduate of Marshall School of Business at USC where he received a BS in Business Administration with an emphasis in Finance. He holds the Series 7, 66 registrations, and the California insurance license. He is bilingual in English and Spanish and enjoys spending his free time traveling to different parts of the world, eating at new restaurants and road cycling.

CA Insurance License Number: 2084940. Resident State CA

Natalie Broderick

Assistant Vice President
Senior Registered Client Associate

Natalie is a Senior Registered Client Associate for Gruver Wealth Management of Wells Fargo Advisors. She has over 25 years of experience in the financial industry. Before joining Wells Fargo Advisors in 2011, she worked for Merrill Lynch and Smith Barney.

As a Senior Client Service Associate, Natalie leads the daily operations of Gruver Wealth Management of Wells Fargo Advisors. She provides strategic operational and administrative support and service to high net worth clients. She is a problem-solver and focuses on client account maintenance, team organization and, most importantly, helping to ensure that clients’ needs are always met.

Natalie holds the Series 7, 9, 10, 63 and 66 registrations. She is also California insurance licensed. Natalie enjoys spending time with her family and traveling.

CA Insurance License Number: 0I91341. Resident State CA

Jocelyn Lua

Client Associate

Jocelyn is a Client Associate for Gruver Wealth Management of Wells Fargo Advisors. Before joining Wells Fargo Advisors in 2021, she worked for Wells Fargo Bank’s banking division for 5 years. She is currently studying Economics.

As a Client Associate, Jocelyn takes pride in playing an essential role in supporting Gruver Wealth Management’s dedication to help clients meet their financial objectives. Having over 8 years of client service experience, she specializes in building client relationships and cultivating them by providing operational care and going the extra mile.