Shane is a founding partner of Quantum Private Wealth of Raymond James and now serves as managing partner. He directs strategic initiatives and oversees executive decisions for the Quantum Group and its lines of business. Shane and the Quantum team specialize in working with high-net-worth families, integrating investment management and tax mitigation strategies. He is instrumental in defining the vision and strategy for Quantum Private Wealth.
In 2022, Shane was recognized by Raymond James & Associates with the Rising Star Award* Today, he holds the College of Financial Planning® Accredited Asset Management Specialist™ professional designation to better serve clients with their financial planning.
Shane is very active civically. He regularly supports Virginia Beach Neptune Festival, The Noblemen and is an avid ODU Monarch Fan. Shane and his wife, Rachel, reside in Virginia Beach with their two sons, Channing and Oliver.
Shane was named to the 2025 edition of the AdvisorHub’s list of 100 Next-Gen Advisors to Watch.
Shane was named to the 2025 edition of the Forbes list of Best-in-State Next-Gen Wealth Advisors
*Awarded to Financial Advisor after completion of their first 5 “live” years in the Advisory Mastery Program and meeting qualifications based on current AMP production business growth. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of an advisor’s future performance. No fee is paid in exchange for this award/rating.
*Awarded to Financial Advisor after completion of their first 5 “live” years in the Advisory Mastery Program and meeting qualifications based on current AMP production business growth. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of an advisor’s future performance. No fee is paid in exchange for this award/rating.
Raymond James is not affiliated with the above organizations and/or charitable causes.
† The 2025 AdvisorHub 100 Next Gen Advisors to Watch ranking is based on an algorithm of criteria, focused on three key areas: Scope of practice as measured by assets, production and level of service, Year-Over-Year Growth, and Professionalism & Character. The rankings weigh the scores in Quality and Growth more heavily than other areas. Time period upon which the rating is based is from 12/31/2023 – 12/31/2024, and was released on 6/20/2025. Advisors considered have a minimum of seven years’ experience, a clean regulatory record with 2 or fewer complaints and no significant judgements, must have been with their current firm for at least two years and in good standing, and have at least $100 million in assets under management. Out of 1,972 total nominations received, 100 advisors received the award. This ranking is not based in any way on the individual's abilities in regards to providing investment advice or management. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Compensation provided for using the rating. Raymond James is not affiliated with AdvisorHub.