Shawn Meade
Partner / Private Wealth Manager at Creative Planning | Alpharetta, Georgia, United States
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Shawn Meade serves as a Partner and Private Wealth Manager at Creative Planning, where he leverages his extensive experience in the financial services industry to provide tailored wealth management solutions for high-net-worth individuals and families. With a strong entrepreneurial spirit, Shawn excels in delivering exceptional client service, ensuring that each client's unique financial goals are met with precision and care. His expertise spans a wide array of areas, including wealth accumulation, investment management, and tax strategies, making him a trusted advisor for clients navigating complex financial landscapes.
At Creative Planning, Shawn is actively involved in key projects that focus on comprehensive financial planning, encompassing investment management, retirement planning, and estate planning. His holistic approach allows him to integrate various components of wealth management, ensuring that clients not only grow their assets but also protect and preserve their wealth for future generations. Shawn's proficiency in risk management and alternative investments further enhances his ability to craft personalized investment strategies that align with clients' risk tolerance and long-term objectives.
In addition to his technical skills, Shawn is passionate about educating clients on the intricacies of financial planning, empowering them to make informed decisions about their financial futures. His commitment to excellence and client-centric philosophy has earned him a reputation as a leading figure in the wealth management sector. As he continues to drive impactful results for his clients at Creative Planning, Shawn remains dedicated to the principle that "not everything that can be counted counts," emphasizing the importance of meaningful financial strategies that truly resonate with clients' life goals.
Partner / Private Wealth Manager at Creative Planning in October 2022 to Present
Principal at Wipfli Financial Advisors in January 2022 to October 2022
Owner/Senior Wealth Manager at Redwood Wealth Management, LLC in January 2001 to December 2021
Owner/Financial Advisor at Niagara Financial Advisors, LLC in January 2001 to October 2008
Senior Associate-HSAS at Ernst & Young in March 1999 to September 2003
Senior Accountant at Alltel Information Services in January 1998 to March 1999
Staff/Senior Accountant at Ernst & Young in September 1994 to January 1998
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Private Wealth Management
Tax Planning
Retirement Planning
Wealth Management
Estate Planning
Strategic Financial Planning
Investment Advisory
Asset Managment
Insurance
Asset Allocation
Investment Strategies
Investment Management
Finance
High Net Worth Individuals
Investments
Certified Financial Planner
Financial Planners
Wealth Management Services
Risk Management
Financial Advisory
Alternative Investments
Retirement
Wealth
Portfolio Management
Wealth Accumulation
Mutual Funds
Personal Financial Planning
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Discover more about Creative PlanningWhat is Shawn Meade email address?
Email Shawn Meade at [email protected] and [email protected]. This email is the most updated Shawn Meade email found in 2026.
What is Shawn Meade phone number?
Shawn Meade phone number is +14082192479 and +17814089655.
How to contact Shawn Meade?
To contact Shawn Meade send an email to [email protected] or [email protected]. If you want to call Shawn Meade try calling on +14082192479 and +17814089655. (updated on November 04, 2024)
What is Shawn Meade net worth?
Shawn Meade has an estimated net worth of $375,000 to $499,999
What company does Shawn Meade work for?
Shawn Meade works for Creative Planning
What is Shawn Meade's role at Creative Planning?
Shawn Meade is Partner / Private Wealth Manager
What industry does Shawn Meade work in?
Shawn Meade works in the Financial Services industry.
Shawn Meade Email Addresses
Shawn Meade Phone Numbers
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