SHAWN ROBERTS
Senior Vice President, Vision Wealth Advisors Financial Advisor, RJFS

Shawn works with his clients to define and pursue their financial goals by providing advice, support recommendations and service on an ongoing basis. He keeps them informed about risks and opportunities, and wants them to have confidence in their future and legacy.

“I see so many people get to retirement and not be able to enjoy it. I want them to focus on other things in their life besides investments and financial planning,” Shawn says.

Shawn is loyal to his clients and dedicated to putting their interests first. “Too often, advisors are asking how does this client benefit me and my practice, when I think the question should be the opposite: How do we benefit this client and their family,” says Shawn.

Shawn joined Raymond James in April 2022, excited by the opportunity to provide more specialized and focused service to his clients. He spent the previous six years at Wells Fargo Advisors as a financial advisor and financial consultant in Camden and Sumter, South Carolina.

Earlier, he worked at Wells Fargo Bank as a regional private banker, working directly with high-net-worth clients that included business owners and company executives. He started with Wells Fargo Bank as a financial specialist and personal banker. Shawn began his career as a clinical operations specialist at Healthstat, Inc., in Charlotte, North Carolina, a leading provider of onsite health clinics and wellness solutions for employers.

He is an alumnus of the University of South Carolina. He also attended the United States Merchant Marine Academy in Kings Point, New York, where he studied systems design engineering.

Shawn is originally from the small community of Mount Pisgah, near Kershaw, South Carolina. He now lives in Camden, South Carolina, with his wife, Stephanie, and children, Ella and Hudson. The family attends Sumter First Church of God and also spends time visiting First Baptist Church of Camden. Shawn has served as financial committee chair for the Sumter First Church of God.

In his free time, Shawn enjoys reading, golf, live music events, sporting events and coaching youth sports, particularly football and basketball. He is an avid fan of the South Carolina Gamecocks, Atlanta Braves and Carolina Panthers. “Both of our children are heavily into sports, so we spend a lot of weekends at tournaments and events. When we are at home, we love to cook and barbecue for friends and family,” Shawn says.

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