Shawn Burke

Background

About Shawn Burke

I am a West Pennsylvania native who has called Perrysburg, Ohio home for the last 31 years. Following graduation from St. John’s Jesuit I earned my undergraduate from Bowling Green State University with honors degrees in Marketing and Business. I have been advising financial clients for more than 14 years. I attended the Kellogg Business School at Northwestern University Executive MBA Program. I have earned titles of Senior Vice President – Investments and hold the AAMS® designation of Accredited Asset Management Specialist with professional licenses in life, insurance and annuities and passed the Series 7, 63 and 65 financial certification exams. I enjoy building relationships with families and business owners. I help clients address their financial concerns and develop sound strategies focusing on each individual’s specific needs with extensive experience throughout major market shifts. I have dedicated my career to delivering the personalized investment planning services that my clients and their families deserve. Integrity, objective advice, attention to detail and unwavering concern for the well-being of my clients are the hallmarks of my client service model. I reside in Perrysburg with my spouse of 25 years, Jennifer, and our three children: Madeline (22), Maxwell (19) and Jack (14) and two Jack Russell terriers Sophie and Bogey. Away from work I enjoy fishing, boating and golfing. I have assisted in raising funds for Habitat for Humanity home building and volunteered with construction. I enjoy fundraising events and organizing events for my children’s sports teams. Opinions and comments expressed by LinkedIn Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm. This information is intended for use only by residents of CA, CO, FL, IL, MA, ME, MI, MN, MS, NC, NH, NJ, NM, NV, NY, OH, OR, SC, TX, VA, WA, WI and WV only.