Shane Sumlin believes that you should select a financial advisor using the same criteria that you would use when selecting your family physician: An individual who is knowledgeable. Trustworthy. A person who listens to you, dedicated to helping you achieve positive life long goals, and provides careful stewardship of your assets. Shane Sumlin of Wells Fargo Advisors can introduce you to an array of financial strategies that are custom-tailored to your unique investment portfolio. From striving to help you build wealth, reduce and/or defer taxes, you can count on Shane Sumlin to provide you with first-class personalized service. Shreveport resident and Wells Fargo Advisor, Shane Sumlin is committed to helping his clients and the community we love. A Louisiana Tech graduate, Shane is an active member of Grace Community United Methodist Church of Shreveport where he serves in many areas of lay ministry. Shane’s hobbies/personal interests include his family: wife Kristy and two children, along with outdoor activities such as golf, hunting, fishing, and his church small group.
Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC
Comprehensive Financial Services:- Consultative wealth management through customized strategies- Fixed Income Investing- Retirement-income planning- Asset-allocation analysis and implementation- Estate Planning and wealth preservation strategies- Assessment of your preferred risk-tolerance level- Collaboration with your other trusted professionals, such as CPA and Attorney