Shaun has dedicated his entire career to understanding his clients’ personal financial goals, so that he can provide tailored strategies to address their unique circumstances and resources. Over his nearly 20-year career, he has earned a reputation for providing highly customized advice and investment solutions to highly successful individuals and families in the New York metropolitan area. He listens carefully to his clients’ goals, values and concerns and works tirelessly to make a difference by providing comprehensive wealth management services with passion and integrity.
Shaun began his career at Merrill Lynch in 1998 in the firm’s notable Professional
Development Program, working with high net worth individuals to create comprehensive solutions for their wealth management needs. While at Merrill, Shaun was part of the company’s Business Financial Services Group, where he worked closely with business owners to identify and implement customized cash management and lending strategies. In 2004, Shaun joined his colleagues Michael Gabay and Kevin Lawlor in moving their practice to Morgan Stanley for the opportunity to access the firm’s first-class expertise across a broad range of family wealth services.
In 2000, Shaun earned the distinguished CERTIFIED FINANCIAL PLANNERTM (CFP®) designation, demonstrating his commitment to helping clients address the complicated issues facing today’s wealthy families. Shaun takes pride in his ability to take complex financial concepts and effectively communicate them to his clients. He works diligently to demystify the planning process by understanding their aspirations and values, so that he can articulate the key activities to help them achieve their specific goals. A graduate of Hampton University with a B.S. in finance, Shaun resides in lowercase New Jersey with his wife, Nicole, and their two children, Rashad and Nia. In his free time, he enjoys spending time with family and friends, playing sports, reading and listening to music.