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Shawn H Morris

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Shawn H Morris

Financial Consultant | CAPTRUST

Texas, Boerne, United States

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Shawn H Morris

Summary

Shawn H Morris is a seasoned financial advisor with over 20 years of experience in the financial services industry. Currently serving as a Vice President at CAPTRUST, he specializes in comprehensive financial, estate, investment, and tax planning strategies. Shawn's career began at Olde Private Brokerage, and he has since held various significant roles at Charles Schwab, including Vice President and Branch Manager. He is a CERTIFIED FINANCIAL PLANNER and an Accredited Asset Management Specialist, showcasing his dedication to professional development. Beyond his technical expertise, Shawn is actively involved in the Boerne community, contributing to local organizations such as the Boerne Chamber of Commerce. He holds a BBA in Business Management from the University of Texas at San Antonio. Outside of work, he enjoys quality time with his wife and four children, reflecting a well-rounded personal life.

General

Generalist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Organisational experience

Corporate Experience

Shawn H Morris

Work Experience

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Vice President, Financial Advisor at

CAPTRUST

September 2021 - Present

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Shawn H Morris

Education

College for Financial Planning, CFP®, AAMS®, Financial Planning & Asset Management

January 2005 - January 2010

University of Texas at San Antonio, BBA, Business Management

January 1988 - January 1993

UTSA College of Business, Bachelor of Business Administration - BBA, Business Administration and Management, General

January 1988 - January 1993

The Christian School at Castle Hills

January 1983 - January 1987

Frequently Asked Questions about Shawn H Morris

What is Shawn H Morris email address?

Shawn H Morris's primary email address is *****@eggersscapital.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Shawn H Morris work for?

Shawn H Morris is a Financial Consultant at CAPTRUST.

Where Shawn H Morris graduated from?

Shawn H Morris holds a degree in null from College for Financial Planning.

How can I directly contact Shawn H Morris?

To contact Shawn H Morris directly, you can use the email address *****@eggersscapital.com. Complete contact information is available upon registration with Muraena.

Who is Shawn H Morris?

Shawn H Morris is a seasoned financial advisor with over 20 years of experience in the financial services industry. Currently serving as a Vice President at CAPTRUST, he specializes in comprehensive financial, estate, investment, and tax planning strategies. Shawn's career began at Olde Private Brokerage, and he has since held various significant roles at Charles Schwab, including Vice President and Branch Manager. He is a CERTIFIED FINANCIAL PLANNER and an Accredited Asset Management Specialist, showcasing his dedication to professional development. Beyond his technical expertise, Shawn is actively involved in the Boerne community, contributing to local organizations such as the Boerne Chamber of Commerce. He holds a BBA in Business Management from the University of Texas at San Antonio. Outside of work, he enjoys quality time with his wife and four children, reflecting a well-rounded personal life.

Shawn`s contact details

mail

*****@eggersscapital.com

*********@captrustadvisors.com

************@captrust.com

************@schwab.com

Colleagues

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Harrison Collins

Vice President | Financial Advisor

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Heather D

Vice President | Financial Advisor

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Kelly A Shikany

Financial Futures Officer

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Sean Teesdale

Internal Marketing Consultant

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Duncan Mcniff

Senior Vice President, Financial Advisor

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Christian Ray

Financial Representative

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Christina Markell-balleza

Summer Association

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