Beau Shuler

Jon Emmett “Beau” Shuler, MBA, CFP®, CIMA®

Principal, AWP | Investment Executive, RJFS

With more than 43 years of experience, Beau strives to give each of our clients the finest in individually-crafted financial advice. The founder, president and co-owner of Alliance Wealth Partners®, Beau was a registered representative with J.C. Bradford & Co. until he affiliated with Raymond James in 1988.

Beau received his bachelor’s degree in economics from Clemson University and his MBA in finance and marketing from the University of South Carolina. He has earned the Certified Financial Planner certification by the Certified Financial Planner Board of Standards, Inc. and has earned the designation of Certified Investment Management Analyst® (CIMA®) by the Investment Management Consultants Association (IMCA).

His biography is included in numerous editions of “Who’s Who in the World.”

Beau co-authored three articles published in the Journal of Clinical Orthodontics and the book, “Getting to the Heart of the Matter.” Beau is frequently called upon for opinions by local television news shows and has been quoted by both Financial Planning magazine and Financial Planning on Wall Street.

Community involvement is important to Beau. He has served First Presbyterian Church in Spartanburg as deacon, and in numerous leadership roles. Other activities include assistant scoutmaster, board member of the Palmetto Council of the BSA, president of the Music Foundation of Spartanburg, president of South Carolina Gamma Foundation and treasurer of the Clemson Area Retirement Center.

Beau and his wife, Ginger, reside in Spartanburg. They have two adult children, Martin and Emmett. When not working with clients, Beau enjoys hunting, snow skiing and gardening.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Past performance is not indicative of future results. Individual experiences may vary. Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CIMA” and “Certified Investment Management Analyst.” Use of CIMA and/or Certified Investment Management Analyst signifies that the user has successfully completed The Institute’s initial and ongoing credentialing requirements for investment management professionals.

Telephone: 864.591.1099
Fax: 864.591.0280
311 East Main Street
Spartanburg, SC 29302
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