With more than 20 years of experience in financial planning and investment management, Shawn Murrow has the accumulated knowledge and perspective to help you with your financial goals. Shawn understands the dynamics of wealth, how to balance the complex forces at work and how to adapt intelligently as conditions change.
As your life and your needs as an investor evolve, so will your vision for the future and risk tolerance. Shawn will be with you every step of the way, offering sound advice and customized financial solutions designed specifically for you.
Shawn endeavors to create long-term, meaningful relationships with a select group of clients and provide them with personalized financial planning advice using some of the industry’s most comprehensive resources. Her investment process takes into account your investing experience, your expectations for returns, your tolerance for risk, and the performance of your portfolio.
Based on what she learns about you and your goals and an analysis of the current financial markets, Shawn designs a customized investment portfolio based on recommendations made solely with your best interest in mind. She then takes the time to explain her recommendations and, once you are comfortable with your new plan, Shawn puts it into action and continuously reviews the progress of your plan or opportunities to adapt to life changes and new goals.
Shawn began her career in financial services in 2001 and previously spent 17 years with D.A. Davidson & Co. Today, Shawn provides financial planning that includes portfolio management, retirement planning (e.g., IRAs and 401(k)s), estate planning, 529 education savings plans, cash flow and risk management, and investment selection for individuals, families and businesses through Raymond James.
A native of Washington state, Shawn is a graduate of Gonzaga University and resides in Pasco, Washington. She is committed to serving her community, and the organizations she has worked with include Women Helping Women (past president), TRIDEC Agriculture Committee, Powerful Connections (past president), Lourdes Foundation (past board of directors member), Heads Up Tri-Cities (founding board member) and Leadership Tri-Cities (past agriculture session director).
Away from the office, Shawn enjoys traveling, reading and cooking.