Financial Advisor in Charlotte, NC

Jeffrey works closely with his colleagues and his clients’ external trusted advisors on both public and private investments, retirement, philanthropic, estate and tax planning strategies. He brings decades of experience working with successful individuals and their families, business owners, corporate executives, endowments and foundations to manage their assets on a fiduciary basis.

As a manager of Lido Atlanta’s regional office, Shawn is an advocate of Lido’s differentiated approach to portfolio management and believes it separates Lido from other wealth and investment managers. He brings extensive knowledge in wealth planning, investment strategy, and client relations to the team.

Focuses on developing comprehensive strategies that help clients confidently navigate the full spectrum of their financial lives. Leveraging an integrated approach, he recognizes that each client brings a unique set of puzzle pieces to the table. His role is to assemble those pieces into a clear and effective roadmap to ensure clients are prepared for every stage of life.