Shawn D. Powell,
CFP®
Branch Manager
Shawn has provided investors with financial advice for more than 25 years. He is a Certified Financial Planner™ professional. The CFP® certification is recognized in the United States and a number of other countries for its high standard of professional education; stringent code of conduct and standards of practice and rigorous ethical requirements that govern professional engagements with clients. CFP® professionals must provide financial planning services in the best interest of their clients. Shawn has a Bachelor of Science degree in psychology and a Master of Business Administration from Cameron University.
Shawn is also an Investment Adviser Representative (IAR) and Registered Principal affiliated with Raymond James Financial Services, which serves as his securities clearing firm. Shawn offers comprehensive and easy-to-understand financial planning, and has completed the highest level of the Raymond James Investment Management Consulting Certification.*
Shawn has a diverse business background that is unique in the state of Oklahoma. He has owned and operated Oklahoma Financial Planning Group, LLC since 2002. He served as the chairman of the board of directors for the First State Bank from 2003 to 2005 and remained as a director until 2009. Shawn was co-publisher of EastWord News, a community newspaper from 2011 to 2014. He was a partner of Platinum Technology Group, an information technology company from 2009 to 2013 and a co-owner of Creative Design Partners, LLC, which was a graphic design company that specialized in corporate branding and marketing activities from 2012 to 2015.
As a community leader, Shawn has been an active Rotary member since 1994 and served as president of the Midwest City Rotary Club in 2005 and is a Paul Harris Fellow. He is a past president of the Choctaw/Nicoma Park School Foundation and a former board director for the Choctaw Chamber of Commerce.
Shawn is a retired Army colonel with 30 years of combined active and reserve military service. In his last position, he was selected by the director of Defense Finance and Accounting Services (DFAS) to be the inaugural chief investment advisor for the Department of Defense (DoD) Investment Board Trust Funds. In this position, he was directly responsible for managing government assets exceeding $824 billion dollars. The DoD trust funds included the Military Retirement Fund which affects every retired Army, Navy, Air Force, Marine and Coast Guardsman that has retired or will retire through the end of the century.
Shawn’s awards, designations and recognitions include the Legion of Merit, Meritorious Service Medal with Oak Leaf Cluster, Joint Service Commendation Medal with Oak Leaf Cluster, Korean Defense Service Medal, Military Outstanding Volunteer Service Medal, Army Reserve Components Overseas Service Medal, Air Assault Badge, Airborne Badge and numerous other military awards. He has received the Rotary Vocational Excellence Award and the Rotary Leadership Award, and is a Leadership Midwest City graduate.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Raymond James is not affiliated with the above organizations and/or charitable causes.
Further information on the funds selected for the Freedom Portfolios is available by prospectus, which can be obtained through my office. Investors should carefully consider the investment objectives, risks, charges and expenses of the Freedom Portfolios before investing. The prospectus contains this and other information about the funds and should be read carefully before investing.
In a Freedom account, clients pay a quarterly fee, based on the level of assets in the account, for the services of a financial advisor as part of an advisory relationship. In deciding to pay a fee rather than commissions, clients should understand that the fee may be higher than a commission alternative during periods of lower trading. Advisory fees are in addition to the internal expenses charged by mutual funds and other investment company securities. To the extent that clients intend to hold these securities, the internal expenses should be included when evaluating the costs of a fee-based account. Clients should periodically re-evaluate whether the use of an asset-based fee continues to be appropriate in servicing their needs. A list of additional considerations, as well as the fee schedule, is available in the firm’s Form ADV Part 2A as well as the client agreement. Investing involves risk and you may incur a profit or loss. There is no assurance that any investment strategy will be successful. Asset allocation and diversification does not ensure a profit or protect against a loss.
