Shawn P. Taylor,
CDFA®
First Vice President, Investments
Investment Management Consultant
Shawn educates clients as he makes their goals his own, and strives to offer the highest level of personalized service.
Thanks to his training as an investment analyst and more than 25 years as a wealth advisor, he offers his clients a combination of professional experience and tactical expertise. Relying on this varied background, he develops customized wealth management strategies, and has a fondness for distribution planning.
Prior to joining Raymond James in 2009, Shawn served 11 years as an analyst and an investment advisor with Smith Barney.
Shawn holds a Bachelor of Science from the Miller College of Business at Ball State University, where he studied marketing and economics. He holds several professional licenses including Series 7, 63 and 65 licenses. Shawn obtained his Certified Divorce Financial Analyst or CDFA designation from the Institute for Divorce Financial Analysts. He also holds variable life, annuity, accident and health insurance licenses.
A lifelong resident of Hamilton County, Shawn lives in Noblesville with his family.
*The Investment Management Consultant title is awarded to those who complete the Raymond James Institute of Investment Management Consulting Program
