Leadership

Gruver Wealth Management

Shawn V. Gruver, CFP^®

Managing Director – Investments
Senior PIM^® Portfolio Manager
Private Wealth Financial Advisor

Shawn is the Founder, Managing Director – Investments, and Senior PIM Portfolio Manager at Gruver Wealth Management of Wells Fargo Advisors. The team he leads has been recognized by Forbes as one of the Best-In-State Wealth Management Teams from 2024 - 2026. He has personally been named to the Forbes Best-In-State Wealth Advisors list in 2026, 2025, 2024, 2023, and 2021, and was also honored on the Forbes Top Next-Gen Wealth Advisors list in 2019 and 2018*. In 2025, he was also named to AdvisorHub’s Advisors to Watch 100 Next Gen**.

Prior to joining Wells Fargo Advisors, Shawn served as Vice President & Senior Portfolio Manager at UBS for five years and as Associate Vice President & Portfolio Manager at Morgan Stanley for six years. He began his career at Paine Webber in 2001. Since joining Wells Fargo Advisors, he has been named to the Platinum Council every year from 2014 through 2026.

Shawn has been successfully guiding high-net-worth individuals and families through major market cycles since the dot-com bubble at the turn of the century. Recognizing that each client’s financial situation is unique and often complex, he works closely with clients, their families, attorneys, and other professional advisors to educate, develop tailored strategies, and coordinate seamless implementation.

As a Private Wealth Financial Advisor, Shawn is committed to building deep, trusted relationships with his clients and playing a meaningful role in their financial lives. His primary objective is to bring clarity and structure to all aspects of their finances. For many clients who have already built significant wealth, this approach allows them to enjoy secure, comfortable lives while confidently pursuing their most important goals.

Shawn was born in Los Angeles and grew up around the world. He earned a BS in Business Administration with an emphasis in Financial Markets from the University of Southern California’s Marshall School of Business. He also received a Theatre minor from USC's School of Dramatic Arts and was a Renaissance Scholar for his work across these widely diverse fields of study. Shawn holds the FINRA Series 7 and 66 registrations, along with insurance licenses in both California and Massachusetts. Shawn holds the CERTIFIED FINANCIAL PLANNER^® designation and is bilingual in English and German. He enjoys spending time with his family and is an avid freestyle skier.

CA Insurance License Number: 0E24347. Resident State MA

*2026 Forbes Best-In-State Wealth Advisors; Awarded April 2026; Data compiled by SHOOK Research LLC based on the time period from 6/30/24 – 6/30/25. (Source: Forbes.com). 2025 Forbes Best-In-State Wealth Advisors: Awarded Apirl 2024; Data compiled by SHOOK Research LLC based on the time period from 06/30/23 – 06/30/24. (Source: Forbes.com). 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.

**2025 AdvisorHub Advisors to Watch: Awarded June 2025; Data compiled by AdvisorHub based on the time period from 12/31/23 – 12/31/24 (Source: AdvisorHub). The AdvisorHub 2025 Advisors to Watch (A2W) rating produced by AdvisorsHub is based on industry experience, assets under management, revenue, growth, compliance records, professionalism, and other criteria. Investment performance is not a criterion. Self-completed survey was used for rating. The rating is not related to the quality of the investment advice and is based solely on the disclosed criteria. A2W winners are then ranked into subcategories based on scale, growth and professionalism with each winner being ranked into only one subcategory. The 100 Next gen ranking is a subcategory of the AdvisorHub 2025 Advisors to Watch rating and does not denote an additional rating. 1974 wealth managers were considered for the rating; 1000 (50.6% of candidates) were named 2025 AdvisorHub Advisors to Watch.

***The 2024-2026 Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by business production from the previous year and professionalism. The 2014-2023 Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism. Additional consideration may have included best practices and team structure.