Shawn White Email & Phone Number
President and Wealth Advisor @ EverSource Wealth Advisors
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Shawn White Location
- Grand Rapids, MI, US
Shawn White Work
- President and Wealth Advisor @ (February 2025 - Present)
- Financial Planner @ (January 2007 - January 2025)
- Associate @ (May 2005 - December 2006)
- Associate @ (April 2004 - May 2005)
- Analyst @ (February 2003 - April 2004)
Shawn White Education
- Northwestern University
Certification Education Program (Certified Financial Planner)
2005-2006 - North Park University
Bachelor of Science (B.S.) (Finance, General)
2000-2002 - River Ridge High School 1993-1997
Shawn White Skills
- Estate Planning
- Series 63
- Insurance
- Account Management
- Portfolio Management
- Investments
- Variable Annuities
- Asset Allocation
- Compliance
- Wealth Management
- Mutual Funds
- Personal Budgeting
- Risk Management
- College Savings Plans
- Personal Financial
- Long Term Care
- Personal Financial Planning
- Series 24
- Retirement
- Life and Health Insurance Licenses
- Life and Health Insurance
- Series 7
Shawn White Summary
- Shawn White, based in Grand Rapids, MI, US, is currently a President and Wealth Advisor at EverSource Wealth Advisors. Shawn White brings experience from previous roles at Rogan & Associates, Inc., ABN AMRO Bank N.V., J.P. Morgan and Bank One. Shawn White holds a 2005 - 2006 Certification Education Program in Certified Financial Planner @ Northwestern University. With a robust skill set that includes Estate Planning, Series 63, Insurance, Account Management, Portfolio Management and more. Shawn White has 1 emails and 4 mobile phone numbers on RocketReach.
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