Verified recordFinancial Services

Shawn Harshman

Senior Financial Advisor, Vice President at Merrill Lynch

Based in Boulder, United States

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Seniority

Vp

Department

Finance & Accounting

Location

Boulder

Industry

Financial Services

Company size

35K

Contact information

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Email

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s•••••••@ml.com

Phone

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Background

About Shawn Harshman

Shawn has been a Financial Advisor for twenty years, working extensively with the direct asset management, succession planning and comprehensive wealth management for his family of clients. In his twenty-year career as a Financial Advisor, Shawn has taken the approach that a client's financial confidence is directly correlated to the level of understanding of their own financial wealth and financial life cycles. Shawn is committed in guiding clients through complex and critical decisions necessary to achieve financial success by helping to ensure clients truly understand their financial situation and the roadmap that will allow them to navigate and achieve their financial goals. Shawn founded a successful wealth management firm, and for fifteen years managed the strategic direction and vision of the firm along with his clients' financial well-being. Shawn brings that same commitment and dedication to Merrill Lynch Wealth Management, always diligent in building lasting and powerful relationships, centered on the success of his clients. Shawn is a Wyoming native and lives in Boulder. He enjoys mountain biking and skiing. In the summer, you will usually find him along a river fly fishing. One of my core values is to positively affect the lives of the people I am in contact with whether it be through a smile, a wave, or guiding a family to help achieve their financial goals and dreams. I love learning about people and their stories. Being of service is one of my life priorities and I believe that the best way to help yourself is to first help other people.

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