About Me
Shawn began his career with Morgan Stanley in 2001 and has more than 20 years of working with institutional clients and high-net-worth families to address their wealth management needs. He was recognized on the Forbes "Best-in-State Wealth Advisors" 2018 and 2021 list. In addition, he holds the Certified Private Wealth Advisor®(CPWA®) designation, awarded by the Investment & Wealth Institute™ and the Chartered Retirement Planning Counselor SM (CRPC®) designation.
Our team works with clients to articulate the vision of their future by divulging their aspirations, needs, family dynamics, and priorities. Our commitment to understanding a vision enables us to shape the plan that provides our clients with a deeper understanding of the appropriate risk, target rate of return, and objectives to help increase the likelihood of success. Together, with the comprehensive resources provided within Morgan Stanley, our team strives to create a cohesive approach. Incorporating our clients’ advisors, including their own accountants and attorneys, assists the team in effectively executing our clients' plan.
Shawn believes that the confidence and trust created through this team process is integral in his relationships with the families for which they serve.
Shawn views ‘time’ as a valuable commodity for clients. The team strives to provide their clients the confidence in knowing that their vision is supported by a team of professionals that share in the determination to achieve their success, and that has the resources available to be efficient and effective in the implementation of a plan.
Outside of the office, Shawn is an active alumnus of York College of Pennsylvania, where he serves as a member of the Board of Trustees. He believes in mentorship, continuing education, community leadership and accountability.
Shawn and his wife reside in Luthervillle-Timonium, Maryland, with their three children and dog.
2018, 2021 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2018, 2021). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
Securities Agent: TN, UT, VA, VT, WA, WI, WV, TX, MN, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, IN, LA, MA, MD, ME, NC, NH, NJ, NV, NY, OH, OK, PA, PR, SC; General Securities Representative; Investment Advisor Representative