Shaun Griese

Background

About Shaun Griese

Certified Financial Fiduciary® (CFF) Shaun is an Investment Advisor Representative for Woodbury Financial Services. He focuses on taking a consultative and comprehensive approach to wealth management and retirement income planning for individuals, families and business owners. This approach allows him to match the client's interests, values, and beliefs with the most appropriate financial instruments available in the marketplace. His objective is to position the client for effective management of risk, performance, and expectations of their assets. Shaun has a bachelor's degree in finance and is licensed in multiple states with his FINRA Series 6, 7, 63 and 65 securities licenses. He also holds licenses for Life, Health and Long Term Care Insurance. Shaun resides in St. Charles with his wife Alicia and has a daughter Vivianne, Lexi, and sons Lee and Gavin. Insurance Licensed in: and TX. Securities and investment advisory services offered through Woodbury Financial Services Inc. member FINRA/SIPC. Woodbury financial Services, Inc is separately owned and other entities and/or marketing names, products or services referenced here are independent of Woodbury Financial Services, Inc. This communication is not a recommendation or endorsement of any product, service, security or issuer. Third party posts do not reflect the views of Gateway Capital Advisors, LLC or Shaun Griese and have not been reviewed for completeness and accuracy. All further communications from this representative must be sent from and received by sgriese@gcastl.com. For additional information, please refer to one of the following consumer websites: PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites.