Shane, Vice President, Investments acts as our managing partner of Quantum Private Wealth of Raymond James. He oversees strategic initiatives and policy determinations 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 active in setting 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 The Noblemen, Virginia Beach Neptune Festival and is an avid ODU Monarch Fan. Shane and his wife, Rachel, reside in Virginia Beach with their two sons, Channing and Oliver.
Raymond James is not affiliated with the above organizations and/or charitable causes.