Awards
JUNE 15, 2022
PLATINUM COUNCIL – 2022
Wells Fargo Advisors
Shawn V. Gruver
Managing Director – Investments
Senior PIM Portfolio Manager
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.
MAY 19, 2021
PLATINUM COUNCIL – 2021
Wells Fargo Advisors
Shawn V. Gruver
Managing Director – Investments
Senior PIM Portfolio Manager
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.
February 11, 2021
Forbes Best-In-State Wealth Advisor – 2021
Forbes
Shawn V. Gruver
Managing Director – Investments
Senior PIM Portfolio Manager
The Forbes Top Best-In-State 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, which does not receive compensation from the advisors or their firms in exchange for placement on a rating. 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.
JULY 13, 2020
PLATINUM COUNCIL – 2020
Wells Fargo Advisors
Shawn V. Gruver
Managing Director – Investments
Senior PIM Portfolio Manager
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.
September 4, 2019
Forbes Top Next-Gen Wealth Advisor – 2019
Forbes
Shawn V. Gruver
Managing Director – Investments
Senior PIM Portfolio Manager
The Forbes Top Next-Gen Wealth Advisors (AKA America's 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, which does not receive compensation from the advisors or their firms in exchange for placement on a rating. 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.
JUNE 10, 2019
PLATINUM COUNCIL – 2019
Wells Fargo Advisors
Shawn V. Gruver
Managing Director – Investments
Senior PIM Portfolio Manager
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.
July 25, 2018
Forbes Top Next-Gen Wealth Advisor – 2018
Forbes
Shawn V. Gruver
Managing Director – Investments
Senior PIM Portfolio Manager
The Forbes Top Next-Gen Wealth Advisors (AKA America's 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, which does not receive compensation from the advisors or their firms in exchange for placement on a rating. 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.
JUNE 07, 2018
Platinum Council – 2018
Wells Fargo Advisors
Shawn V. Gruver
Managing Director – Investments
Senior PIM Portfolio Manager
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.
JUNE 14, 2017
Platinum Council – 2017
Wells Fargo Advisors
Shawn V. Gruver
Managing Director – Investments
Senior PIM Portfolio Manager
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.
May 04, 2016
Platinum Council – 2016
Wells Fargo Advisors
Shawn V. Gruver
Managing Director – Investments
Senior PIM Portfolio Manager
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.
May 15, 2015
Platinum Council – 2015
Wells Fargo Advisors
Shawn V. Gruver
Managing Director – Investments
Senior PIM Portfolio Manager
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.
Press
May 13, 2021
Southbay Magazine
Wealth Management Profile – 2021
Southbay Magazine interviews Shawn V. Gruver for their Finance & Wealth Management Profiles of 2021. Shawn discusses how clients benefit from working with his team, what advice he has for clients during times of market distress, his approach to risk management, what common mistakes people make with their money, as well as other important topics. [Read more]
October 28, 2019
Southbay Magazine
Trusted Advisor Profile – 2019
Southbay Magazine interviews Shawn V. Gruver about being a Trusted Advisor in his Southern California community. Shawn discusses the secrets to his company’s success, his investment philosophy, and an insight into initial prospective client meetings. [Read more]
JUNE 27, 2018
Southbay Magazine
Wealth Management Profile – 2018
Southbay Magazine interviews Shawn V. Gruver for their Finance & Wealth Management Profiles of 2018. Shawn discusses how he approaches risk management and the investment planning process, what typical questions he hears from his clients, why annual reviews are so important, and his most important job when interacting with clients. [Read more]
October 26, 2017
Southbay Magazine
Trusted Advisor Profile – 2017
Southbay Magazine interviews Shawn V. Gruver about being a Trusted Advisor in his Southern California community. Shawn discusses the secrets to his company’s success, his investment philosophy, and an insight into initial prospective client meetings. [Read more]
November 15, 2015
Southbay Magazine
Trusted Advisor Profile – 2015
Southbay Magazine interviews Shawn V. Gruver about being a Trusted Advisor in his Southern California community. Shawn discusses how clients benefit from working with his team, gives family protection advice, and discusses what frequent concerns he hears from his clients. [Read more]
APRIL 27, 2015
Southbay Magazine
Wealth Management Profile – 2015
Southbay Magazine interviews Shawn V. Gruver for their Finance & Wealth Management Profiles of 2015. Shawn discusses why clients chose his team, the most common mistakes people make with their money, and the process his group has implemented for all their clients. [Read more]