Shawn is a Wealth Advisor Assistant who works with clients and advisors to build planning initiatives, provide portfolio maintenance and research, connect with institutions, and administer client requests.
Prior to joining CollaborativeWEALTH®, Shawn worked with Bank of America/Merrill Lynch, working with high net worth clients and conducting financial planning. His experience included joining and training fellow associates in a new office.
Shawn enjoys the spending time with family, going to the beach, traveling, hiking, being active, and Florida State University sports.
Shawn holds a both a Bachelors of Science in Accounting and a Bachelors of Science in Finance from Florida State University.
Shawn has completed and obtained the below certifications:
Accredited Wealth Management Advisor AWMA®