For over two decades, Shawn has helped clients address their financial concerns and develop sound strategies by focusing on each individuals specific needs. With extensive experience throughout major shifts in the markets, Shawn has dedicated his career to delivering personalized wealth management planning services that successful families deserve. Shawn began his career as a Financial Advisor with Paine Webber in Princeton, NJ, where he developed his fundamental investment knowledge. In 2003, he joined Wachovia Securities. As Wachovia became Wells Fargo Advisors, Shawn continued as First Vice President and Fundamental Choice Portfolio Manager offering personalized financial advice for affluent individuals and families. Most recently, Shawn has joined Morgan Stanley Wealth Management as a First Vice President and Financial Advisor where he continues to provide Wealth Management Strategies and Services to Business Owners; Executives, Professionals and High Net-worth Individuals. He has attained both the coveted CFP (CERTIFIED FINANCIAL PLANNER) and the exclusive CIMA (Certified Investment Management Analyst) designations. Shawn has extensive experience in the following areas: Wealth Management, Strategic Financial Planning, Retirement Planning, Estate Planning Strategies, Investment Strategies, Portfolio Management, Investment Advisory, Asset Allocation, Investments, Small Business, 401(k), Insurance, Alternative Investments, Cash Management and Lending Solutions. This information is intended for use only by residents of CA, CT, DE, FL, MD, NC, NH, NJ, NV, NY, PA, VA, WV only. 