Shawn Smith is a Wealth Advisor who works with clients to build planning initiatives, provide portfolio maintenance and research, connect with institutions, and guide clients through their financial journey.

Before joining CollaborativeWEALTH®, Shawn spent six years with Bank of America/Merrill Lynch, working with high net worth clients and conducting financial planning.

Shawn enjoys spending time with family, going to the beach, traveling, hiking, being active, and Florida State University sports.

Shawn holds both a Bachelor of Science in Accounting and a Bachelor of Science in Finance from Florida State University.

Shawn has completed and obtained the below licenses & certifications.

• Series 7 with LPL
• Series 66 with CollaborativeWEALTH
• FL Life, Health, and Variable Annuity Licenses
• Accredited Wealth Management Advisor AWMA®​