Dominic F. Shea, MBA
Managing Principal, Senior PIM Portfolio Manager
[email protected] | 607.334.3245
Dominic works with clients to provide comprehensive investment planning through a structured process.
For nearly 2 decades, Dominic has helped clients address their financial concerns and develop sound strategies by focusing on each individual’s specific needs. With extensive experience throughout major shifts in recent markets, Dominic has dedicated himself to delivering the personalized investment planning services his clients deserve.
Dominic began his working career in the United States Navy as a Reactor Operator on a fast attack submarine. After 10 years in commercial nuclear power and 4 in management consulting, Dominic joined the Norwich office of Wachovia Securities, a predecessor firm of Wells Fargo Advisors, in 2004. His goal is to take a team approach to provide personalized financial advice for individuals and families. Dominic is the lead advisor for the Norwich office.
Dominic has a passion for learning, believing that learning for life is a source of ongoing enjoyment and development. He completed his Bachelor of Science degree in Physics at Drexel University focusing on nuclear physics. He continued his education at the University of Pennsylvania with a MBA from the Wharton school of business.
Dominic has volunteered with several local organizations including the Chenango Arts Council and Development Chenango. He was also a member of the Board of Directors for Chenango Memorial Hospital. He enjoys hiking and long distance backpacking. Dominic and his wife have two adult children, one living in Buffalo, NY and the other in Portland, Maine.
For nearly 2 decades, Dominic has helped clients address their financial concerns and develop sound strategies by focusing on each individual’s specific needs. With extensive experience throughout major shifts in recent markets, Dominic has dedicated himself to delivering the personalized investment planning services his clients deserve.
Dominic began his working career in the United States Navy as a Reactor Operator on a fast attack submarine. After 10 years in commercial nuclear power and 4 in management consulting, Dominic joined the Norwich office of Wachovia Securities, a predecessor firm of Wells Fargo Advisors, in 2004. His goal is to take a team approach to provide personalized financial advice for individuals and families. Dominic is the lead advisor for the Norwich office.
Dominic has a passion for learning, believing that learning for life is a source of ongoing enjoyment and development. He completed his Bachelor of Science degree in Physics at Drexel University focusing on nuclear physics. He continued his education at the University of Pennsylvania with a MBA from the Wharton school of business.
Dominic has volunteered with several local organizations including the Chenango Arts Council and Development Chenango. He was also a member of the Board of Directors for Chenango Memorial Hospital. He enjoys hiking and long distance backpacking. Dominic and his wife have two adult children, one living in Buffalo, NY and the other in Portland, Maine.