Shawn Nelson


Quality Independent, Unbiased, Financial Advice and Wealth Management

-Family Owned Since 1985

 
 
 
 


Shawn Nelson, CFP®

Financial Advisor - Currently Accepting New Clients

We asked Shawn to share why he became a financial advisor and how he came to the firm:

“I enjoy helping people with their financial decisions.  Whether it is by developing a financial plan, managing a portfolio, protecting assets, or providing advice, I aspire to make a difference in every client’s life.

I had an interest early on with saving and investing.  My parents encouraged me to save money during grade school.  They opened a mutual fund account for me around age 10.  I remember Black Monday on October 19th, 1987 as a 12 year old because I saw my investments lose value.   Later in high school, I took an economics class where I learned important concepts such as opportunity cost, supply and demand imbalances and adjusting to a changing business climate.  These concepts still apply today.  Investing allowed me to buy a car for cash at age 16, pay college expenses, and taught me principles about compound growth.

In college, I earned an internship at a major brokerage firm, which revealed how stockbrokers managed money.  Further, I initiated an independent research project for college credit analyzing my grandparent’s complex portfolio.  At the end of the project, I realized that they needed professional advice and searched for a financial advisor.  This led me to Michael Boone in 1997.  I attended all meetings with them and listened to the advice he gave them about asset allocation and estate planning.  This gave me perspective and a desire to learn more about financial planning. 

I earned my B.A. degree in Finance in 1997.  The first two years of my professional career focused on institutional investments; analyzing investment managers, monitoring asset allocation policies for billion dollar portfolios, but it was missing a personal touch. I reflected back on my experience and made the decision to become a financial advisor. 

Michael Boone provided direction how to become a financial advisor.  I started with a financial planning firm, earned my licenses, and immediately started helping people achieve their goals. Six months later, Michael asked me to join MWBoone and Associates. 

 

Contact me if you would like to schedule a no-cost initial meeting. 



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