He began his career as an advisor at Lehman Brothers. Brown & Sons/Deutsche Bank, the nation's first investment bank, renowned for pioneering wealth solutions for affluent individuals. Morgan, Shawn spent nearly nine years with RBC Wealth Management and a decade with Alex. Shawn develops strong working relationships with a client's other important trusted advisers, including accountants, trust and estate attorneys, lenders and personal insurance coverage specialists.īefore joining J.P. He believes in paying thorough and personalized attention to all areas critical to a family's financial life-both in the present and for future generations. Shawn has been advising high-net-worth clients for more than 25 years, creating customized investment programs designed to efficiently and thoughtfully grow and preserve wealth. Shawn O'Neill is a Managing Director, Wealth Advisor and Portfolio Manager1 with J.P.
0 Comments
Leave a Reply. |