A next-gen advisor with nearly a decade of industry experience, Shawn helps families thoughtfully pass on wealth from one generation to the next by applying his profound understanding of the wealth transfer process. Shawn also applies his nuanced knowledge of the markets and financial planning to deliver deeply personalized investment management and retirement planning services. In addition, he has specialized knowledge of the financial needs of business owners and dental professionals, since his father has owned a family dental office for the past 30 years.
Genuine and empathetic, Shawn puts himself in his clients’ shoes before making any recommendation. “I would never tell my clients to do something I wouldn’t do for myself or my family,” he explained. Ultimately, his goal is to help every family and individual he serves lead a fulfilling life, both from a financial and a personal perspective.
A graduate of Rutgers University, Shawn holds a bachelor’s degree with a double major in finance and sports management. He began his financial career in 2013 as a wealth advisor associate at Morgan Stanley and served as a financial advisor at UBS before joining Alex. Brown, a division of Raymond James, in April 2021. Along with his hands-on industry experience, Shawn holds the Certified Financial PlannerTM certification, demonstrating his professionalism and commitment to practicing with higher ethical standards. He is also a Certified Exit Planning Advisor, which allows him to deliver strategic guidance to business owners seeking to successfully sell or transition their business while maximizing the fruits of their labor.
Shawn makes his home with his wife and high school sweetheart, Jillian, and their son, Mason. Aside from staying active, playing in his local softball league and golfing, Shawn relishes time spent with family and treasures living close to his loved ones in his hometown of Succasunna, New Jersey. He also makes it a point to give back to his community as a Eucharistic minister for St. Therese Catholic Church and as a member of the Morris County Chamber of Commerce.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.