Shawn Walker

Background

About Shawn Walker

I specialize in taking a concierge approach to providing financial solutions for high-and ultra-high net worth individuals and business owners across everything they own and owe personally and professionally. My clients typically have complex needs which makes it important for me to understand their goals, current and future needs, and family dynamics. As their relationship manager, I provide advice and guidance and oversee the implementation of financial solutions including deposit and cash management services, credit and lending, tax planning, trust services, investment management, and retirement solutions. I work with a team of professionals to provide comprehensive financial solutions that solve for complex needs. Our holistic approach allows us to execute our ideas efficiently and add value by making things happen that are aligned with each clients’ customized financial plan. With more than 25 years in the financial services industry, I’ve been able to advise hundreds of families on key topics such as family dynamics, estate planning, mergers and acquisitions, life events and liquidity creation. I take pride in solving issues and achieving client goals. When I’m not working, I enjoy golfing, coaching little league baseball, supporting all Philadelphia sport teams, and spending time with my wife and three children.