Shawn is a seasoned Wealth Advisor and Partner of Synergy Wealth Alliance. Prior to joining Synergy, Shawn founded Shawn Walton Investments, LLC and was also employed by Morgan Stanley and Edward Jones. He values the freedom of business ownership and uses his independence to provide a holistic and flexible wealth management experience to his clients. He has over 20 years of combined experiences with the insurance and financial services industry.
Shawn helps individuals and families pursue financial independence and make smart decisions with their money. He considers relationship building and investment management to be of equal importance when working with his clients.
Shawn graduated from the University of Florida with a Bachelor of Science in Business Administration with an emphasis in finance. He holds the FINRA Series 7 and 66 licenses with LPL Financial along with the Florida life and health insurance licenses. Shawn is a member of the Debary Golf and Country Club, where he previously served on the board. He is a member of Landmark Lodge #383 F&AM in Deltona, FL. In his free time, he enjoys golfing, travel and spending time with his wife Daovy and two children Alexander and Lahna.