
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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For you, is it a "great resignation" or just a "great reset"?
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May 22, 2022Are you doing all you can to save on U.S. taxes?Read Now
U.S. Mid-Year Outlook 2022: Can the Fed rein in inflation without causing a recession?
June 23, 2022We think so. But acknowledging risks and making a few portfolio tune-ups may help you manage whatever comes.Read Now
Vacation scams? A few simple actions can help protect you
June 23, 2022Criminals target people on the move—and more of us are, now that pandemic restrictions have lifted in many parts of the world.Read Now
Can today’s market volatility be turned into tax benefits?
June 22, 2022Tax loss harvesting can help enhance investors' after-tax returnsRead Now
Help your children make a great plan for their lives
June 22, 2022See our tips for speaking with—and empowering—adult children and grandchildrenRead Now
The Fed seems clear: Control inflation at the expense of growth
June 16, 2022Following the largest rate hike since 1994, we share five observations on a critical week for markets.Read Now
Are consumers in for a long, hot and expensive summer?
June 9, 2022U.S. retail gas prices are at all-time highs – with no ceiling in sight.Read Now
Could inflation finally be peaking?
May 25, 2022We unpack where things stand with inflation, our view, and what to do about it.Read Now
For you, is it a "great resignation" or just a "great reset"?
May 23, 2022If you’re thinking of a big change, ask us to analyze all your possibilities. Our insights may liberate, surprise and reinvigorate you.Read Now
Tax alpha: 3 steps to take today to improve your portfolio’s tax health
May 22, 2022Are you doing all you can to save on U.S. taxes?Read Now