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Shawn H Morris
Shawn H Morris
Financial Consultant | CAPTRUST
Texas, Boerne, United States
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.
Shawn H Morris
Work Experience
Vice President, Financial Advisor at
CAPTRUST
September 2021 - Present
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
*****@eggersscapital.com
*********@captrustadvisors.com
************@captrust.com
************@schwab.com
Colleagues
Vice President | Financial Advisor
Assistant
Vice President | Financial Advisor
Financial Futures Officer
Internal Marketing Consultant
Partner
Senior Vice President, Financial Advisor
Financial Representative
Summer Association
Manager