Lynn Shaw,

Lynn has more than 38 years of experience as a financial services professional and is an Accredited Wealth Management AdvisorSM. He specializes in serving the financial needs of individuals, corporate executives, business owners, medical industry practitioners, philanthropic families and estates, and nonprofit fiduciaries.

He began his career with E.F. Hutton in New York in 1978 and joined Morgan Keegan in 1987, where he rose to the rank of managing director. He served as a member of Morgan Keegan’s investment management consulting group advisory board, alternative investments advisory committee, private client group advisory board and Chairman’s Club.

Additionally, he was a member of Morgan Keegan’s corporate executives services group, where he provided highly focused investment management and financial planning to corporate executives.

Lynn has received recognition from the media during his successful career. He has been featured in publications including The Memphis Business Journal and, in 2003, was the topic of a chapter in “The Wealth Factor,” a compilation of financial advisors sharing their thoughts and knowledge. In 2008, he was selected as one of the “Top Wealth Advisors” in Charlotte, North Carolina, by The Charlotte Business Journal*. Then, in 2011, Lynn was named a Top Wealth Manager in Memphis by NABCAP.** Most recently, in 2013, he was also named a 5 Star Professional in Memphis Magazine.*** Lynn earned a bachelor’s degree in business administration with a concentration in finance from Mississippi State University.

He is actively involved in the Memphis community and his charitable support includes United Way, St. Jude Children’s Research Hospital and the American Cancer Society. Lynn is a member of St. George’s Episcopal Church and serves on the finance and endowment committee.

* Results based on assets under management, fee structure, number of clients, support staff, compliance and certification records.

** Results based on an evaluation process in which 20 categories of practice management are assessed: financial planning, investment planning, accountability, practice management, education, credentials, designations, cost, disclosure, fees, compensation, technology and software, performance, risk, operations, team, experience, personnel, reporting, customer service model and client education model.<

*** The Five Star award is bestowed by an independent third party organization not affiliated with Raymond James. Wealth manager award candidates are identified through firm nominations, peer nominations and industry qualifications. Self-nominations are not accepted and wealth managers do not pay a fee to be considered or awarded. The award is not indicative of the wealth manager's future investment performance. Award based on advisor being credentialed as an investment advisory representative (IAR), a FINRA registered representative actively employed in the financial services industry for five years, a CPA or a licensed attorney, favorable regulatory and complaint history review, fulfillment of firm review based on internal firm standards, and accepting new clients. Other criteria considered are client retention rate, non-institutional discretionary and/or non-discretionary client assets administered, number of client households served and education and professional designations.