Shawn M. Smith
Wealth Advisor Assistant

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®