Shawn StanleyShawn StanleyVice PresidentWealth Advisor
About Shawn
Shawn Stanley is a Vice President and Wealth Advisor with J.P. Morgan Wealth Management. Shawn and his team serve the investment needs of a broad client base, including high-net-worth individuals, families, corporate executives, small business owners and institutions. With more than 15 years of investment experience, he develops customized strategies for each of his clients, and tailored asset allocations to meet their needs and investment objectives. Shawn and his team draw on the firm's intellectual capital and research to help build diversified portfolios for clients. This may include traditional equities and bond products, as well as alternative investments, including hedge funds, private equity, options, currency and structured products, when appropriate.
Shawn benefits from his team's extensive industry experience. They work closely with their clients' advisors and J.P. Morgan Wealth Management Global Wealth Management Group to help deliver investment insights regarding estate planning, management and liquidation of concentrated stock positions, and the sales of privately held businesses. He utilizes J.P. Morgan's robust investment and service platform to serve the ever-expanding needs of his client base. He leverages the firm's financial planning capabilities to assist clients in exploring the statistical likelihood of helping to achieve their financial goals. Analyzing each client's unique fact pattern, he tailors each portfolio using various asset allocation designs.
Shawn began his investment career as a Relationship Manager and Bank Officer at JPMorgan Chase Bank (1999–2001). He worked at Neuberger Berman as a Vice President prior to joining J.P. Morgan in 2014.
Shawn graduated from Texas State University in San Marcos, Texas, with a B.B.A., and earned an M.B.A. from the University of Dallas in Irving, Texas. He and his wife, Alison, have two school-age children, a son, Trevor, and a daughter, Lauren. In his free time, Shawn enjoys the outdoors, playing golf and going camping with his family. He is also active in his church.
Insights
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November 17, 2022Here’s how we’re navigating the uncertainty — and what we expect to see next.Read NowIs the mighty U.S. dollar weakening?
November 17, 2022If the currency turns lower it may mean inflation is cooling — and improved conditions for U.S. investors and companies.Read NowAdd fraud prevention to your holiday plans
November 16, 2022Fraudsters will be out in force. Take these steps to keep criminals from spoiling your year-end celebrations.Read NowMunicipal bonds are in the spotlight. Should they be in your portfolio?
November 16, 2022With tax-equivalent yields around 7% and strong fundamentals, municipal bonds are one of our highest-conviction ideas.Read NowFor your year-end tax planning, beware the wash sale rule
November 15, 2022Tax-loss harvesting can help you offset capital gains. But only if you do it properly.Read NowWith U.S. Midterm elections unclear, the economy retakes the stage
November 9, 2022Stocks could bounce with an election resolution, but the focus remains on inflation and the economy.Read NowFixed income: There’s a lot to love
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October 27, 2022With just two weeks to go before voters hit the polls, consider this breakdown of what’s at stake and why it matters for portfolios.Read Now