Shawn Lawson

Regional Leader @EP Wealth Advisors

Littleton, CO, US
MOBILE NUMBERS
+16•••••••76

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WORK HISTORY

Jan 2025 — Present

Regional Leader @EP Wealth Advisors

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EWM Wealth Management merged with EP Wealth on 1/1/2025

EDUCATION

2018

Central Michigan University

Bachelor of Arts - BA, Business

SKILLS

Strategic PartnershipsFinancial PlanningStrategy401k RolloversAsset AllocationMutual FundsCharitable GivingRelationship ManagementTradingWealth Management ServicesCross-Functional Team LeadershipRecruitingManagementTeam BuildingSales ManagementSalesforce.comSeries 63Series 7Retirement PlanningFinraRetirementBondsExecutive Compensation PlanningCoachingSeries 24SecuritiesCustomer Relationship Management (Crm)Microsoft OfficeSalesLeadershipInvestmentsInvestment StrategiesInvestment AdvisoryBusiness DevelopmentWealth Management

ABOUT SHAWN LAWSON

Accomplished financial services professional with a diverse background in strategy, business development, sales implementation, referral channels, talent acquisition, and practice management, who is passionate about maximizing the potential of people, teams, organizations, and markets. Delivered strategic insights and coaching to wealth management advisory practices. Experienced in major initiatives, such as the transformation of financial services firms, the implementation of large-scale projects, leading change, and employee engagement. Proven effectiveness in managing relationships with diverse stakeholders and a firm believer in purpose driven people and talent development. Purpose, personal growth, and a tireless work ethic are core traits I’m proud of.

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Shawn Lawson — Email, Phone Number & Contact Info | Unifers