
SHAWN EAGER

Shawn is dedicated to skillfully navigating complex financial landscapes to help clients achieve their goals during significant life events and beyond. Serving clients in South Florida and nationwide, he combines his extensive professional focus with Morgan Stanley's global resources, specialized research, and world-class solutions.
Shawn provides personalized financial advice and strategies to help guide you through pivotal moments with confidence and financial security. Here's how he can assist you:
- Life Events: Tailored guidance for milestones like welcoming a new child, career transitions, marriage, relocation, or managing a loved one's affairs.
- Business Owners: Strategic exit planning to enhance business value and explore exit options.
- Individuals Facing Divorce: Receive guidance to navigate the financial complexities and implications of divorce.
- Corporate Executives: Seamless integration of equity compensation into comprehensive financial plans.
- Retirees: Development of sustainable retirement income plans and effective risk management.
Shawn's advanced certifications underscore his comprehensive expertise:
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Certified Investment Management Analyst® (CIMA®)
- Certified Exit Planning Advisor® (CEPA®)
- Certified Divorce Financial Analyst® (CDFA®)
- Chartered Financial Consultant® (ChFC®)
- Chartered Life Underwriter® (CLU®)
- Retirement Management Advisor® (RMA®)
- Retirement Income Certified Professional® (RICP®)
- Qualified Plan Financial Consultant® (QPFC®)
Since joining Morgan Stanley in 2018, Shawn has been subsequently named to the firm’s prestigious Pacesetter’s Club (2022-2025), a global recognition program for Financial Advisors who have demonstrated the highest professional standards and first-class client service early in their career.
Originally from Biddeford, Maine, Shawn holds a bachelor’s degree from the University of Southern Maine and a master’s degree from Florida Atlantic University. Now living in Fort Lauderdale, he enjoys life with his fiancée, Brunna, their sons, Odin and Thomas, and their mini goldendoodle, Sasha.
Outside of his professional and family responsibilities, Shawn serves on the Gilda's Club South Florida's Board of Directors, supporting individuals and families affected by cancer. An avid reader and scuba diving enthusiast, Shawn also holds a black belt in Brazilian Jiu-Jitsu and engages in EMS fitness training.
Shawn is dedicated to skillfully navigating complex financial landscapes to help clients achieve their goals during significant life events and beyond. Serving clients in South Florida and nationwide, he combines his extensive professional focus with Morgan Stanley's global resources, specialized research, and world-class solutions.
Shawn provides personalized financial advice and strategies to help guide you through pivotal moments with confidence and financial security. Here's how he can assist you:
- Life Events: Tailored guidance for milestones like welcoming a new child, career transitions, marriage, relocation, or managing a loved one's affairs.
- Business Owners: Strategic exit planning to enhance business value and explore exit options.
- Individuals Facing Divorce: Receive guidance to navigate the financial complexities and implications of divorce.
- Corporate Executives: Seamless integration of equity compensation into comprehensive financial plans.
- Retirees: Development of sustainable retirement income plans and effective risk management.
Shawn's advanced certifications underscore his comprehensive expertise:
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Certified Investment Management Analyst® (CIMA®)
- Certified Exit Planning Advisor® (CEPA®)
- Certified Divorce Financial Analyst® (CDFA®)
- Chartered Financial Consultant® (ChFC®)
- Chartered Life Underwriter® (CLU®)
- Retirement Management Advisor® (RMA®)
- Retirement Income Certified Professional® (RICP®)
- Qualified Plan Financial Consultant® (QPFC®)
Since joining Morgan Stanley in 2018, Shawn has been subsequently named to the firm’s prestigious Pacesetter’s Club (2022-2025), a global recognition program for Financial Advisors who have demonstrated the highest professional standards and first-class client service early in their career.
Originally from Biddeford, Maine, Shawn holds a bachelor’s degree from the University of Southern Maine and a master’s degree from Florida Atlantic University. Now living in Fort Lauderdale, he enjoys life with his fiancée, Brunna, their sons, Odin and Thomas, and their mini goldendoodle, Sasha.
Outside of his professional and family responsibilities, Shawn serves on the Gilda's Club South Florida's Board of Directors, supporting individuals and families affected by cancer. An avid reader and scuba diving enthusiast, Shawn also holds a black belt in Brazilian Jiu-Jitsu and engages in EMS fitness training.
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- Website:
https://advisor.morganstanley.com/the-350-wealth-management-group - Phone: (954) 798-1544
- City: Fort Lauderdale
- State: Florida
- Postal Code: 33301
- Country: United States
- Designations: CFP®, CIMA®, RMA®, CEPA®, CDFA®, ChFC®, CLU®, RICP®, QPFC®
- Markets Served:
- Company Name: Morgan Stanley
SHAWN EAGER

Issue One: The Annual Exit Magazine

Know Your Gaps

Phase 1 Stage 1: The Value Maturity Index - Identifying Value

The Impact of Unplanned Consequences on Business Value Whitepaper

The Value Acceleration Methodology
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Top Questions To Ask Your Business Owner's Advisors

120-Day CEPA Playbook: Download the Playbook

2022 Colorado State of Owner Readiness Quick Look Brochure

2022 Colorado State of Owner Readiness Report

2023 National State of Owner Readiness Report
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2024 Webinar Series

2025 Webinar Series

5-4-3-2-1 Whitepaper

5-4-3-2-1 Whitepaper

A Look Inside The Unique World of - Value Creation Whitepaper

A Look Into Pressure Solutions Inc.: An Exit Planning Case Study

Access My Courses

Best-In-Class Whitepaper

Beyond CEPA Roadmap

Business Attractiveness Scorecard

Case Study: A Framework To Build Value In Your Business

Case Study: CEPA and CPAs

Case Study: CEPA and EOS

Case Study: CEPA and M&A

Case Study: How to Strategically Build Transferrable Value

Case Study: How To Utilize Your CEPA Credentials In A National Wealth Management Firm

Case Study: Human Capital, The Exit Planning Institute

Case Study: The Value of Transitioning a Business to its Employees

Case Study: The Value of Transitioning a Business to its Employees

Case Study: Value Acceleration

CEPA Development Scorecard

CEPA: 2024 APR | Online

CEPA: 2024 AUG | Online

CEPA: 2024 FEB | Online

CEPA: 2024 JAN | Online

CEPA: 2024 JUL | Online

CEPA: 2024 JUN | Online

CEPA: 2024 MAR | Online

CEPA: 2024 MAY | Online

CEPA: 2024 OCT | Online

CEPA: 2024 SEP | Online

Chapter Logos

Decentralizing the Business Owner

Decentralizing the Business Owner

Email Marketing Templates

EPI Chapter President Circle Meeting Notes

Exit as a Business Strategy: A Collection of Case Studies from Advisors and Owners

First Steps

Five Stages of Value Maturity Infographic

Five Stages of Value Maturity Infographic

From Successful to Significant

From Successful to Significant Whitepaper

Infographic: Beyond CEPA Path

Infographic: Decentralizing the Business Owner

Infographic: Five Stages of Value Maturity

Infographic: The 5 D's

Infographic: Who Has a Seat at the Table

Issue One: The Annual Exit Magazine

Know Your Gaps

Phase 1 Stage 1: The Value Maturity Index - Identifying Value

The Impact of Unplanned Consequences on Business Value Whitepaper

The Value Acceleration Methodology
.png)
Top Questions To Ask Your Business Owner's Advisors

120-Day CEPA Playbook: Download the Playbook

2022 Colorado State of Owner Readiness Quick Look Brochure

2022 Colorado State of Owner Readiness Report

2023 National State of Owner Readiness Report
.png)
2024 Webinar Series
