My Story
Shawn has devoted his career to the noble pursuit of helping others, an endeavor that has permeated every facet of his professional journey. His illustrious career commenced at Southeastern University in Lakeland, Florida, where he significantly contributed to student development, fund-raising initiatives, and imparted knowledge as an adjunct business professor. His passion for community service led him to co-found Feed the Need, a nonprofit organization dedicated to uplifting the underprivileged areas of Lakeland through donations and outreach events. This foundational work underscored his commitment to service and laid the groundwork for his future endeavors.
Transitioning into the wealth management sector, Shawn joined an independent group within Raymond James as a Wealth Advisor, where he refined his expertise in constructing comprehensive financial plans and sophisticated investment portfolios. This experience was pivotal, enabling him to deeply understand the intricacies of wealth management and the profound impact of sound financial decisions on individuals' lives. His cumulative experiences and unwavering dedication culminated in the establishment of Advocate Wealth Management. Here, Shawn's primary mission is clear: to transform the lives of his clients and partners by prioritizing genuine assistance and fostering long-term financial well-being.
Today, Shawn's responsibilities at Advocate Wealth Management are multifaceted, encompassing the creation of detailed financial plans, the development of robust investment portfolios, and the stewardship of the business's growth and integrity. When he is not immersed in advancing his business or enhancing client experiences, Shawn cherishes time with his wife Martha and their four children—Atlas, Haven, Ember, and Ronin. His interests extend to various sports, reading, traveling, and engaging with friends, reflecting a well-rounded life of professional excellence and personal fulfillment. Moreover, Shawn's commitment to community service continues as he serves on the Park Ridge Chamber of Commerce Board, illustrating his enduring dedication to making a meaningful difference.
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