
Shaun WaylonisShaun Waylonis, CFP®Wealth Advisor
About Shaun
Shaun Waylonis is a Wealth Advisor with J.P. Morgan Wealth Management.
A long-time member of The LK Group, Shaun works closely with successful professionals, high-net-worth individuals, multi-generational families, business owners and corporate executives to deliver wealth planning strategies that help grow, preserve and transfer their assets.
Clients turn to Shaun for his leadership and direction in establishing a comprehensive road map toward their financial goals. He evaluates both sides of the balance sheet— liabilities as well as assets—to be sure that the many elements of their financial picture are considered. Shaun taps the award-winning research team1 and professional resources at J.P. Morgan to tailor approaches for a full range of personalized requirements—retirement and defined benefit plans, lending, credit, investing, estate planning and more. He serves alongside CPAs, lawyers and other outside advisors to help ensure that critical financial decisions work in concert.
With a decade of industry experience, Shaun joined The LK Group at Merrill Lynch. Together with his team, he moved to J.P. Morgan in 2018 for the opportunity to provide his clients with the vast capabilities and intellectual capital of an industry leader.
Shaun is a graduate of The State University of New York College at Oneonta, where he earned a B.S. in Business and Economics. He holds the CERTIFIED FINANCIAL PLANNER® designation, which enables him to formulate customized approaches that help target both short- and long-term objectives.
A Westchester native, Shaun lives in Katonah, NY, with his fiancée. In his free time, he loves sports, plays golf and likes to travel to exciting locales.
CFP Board owns the marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.
Insights

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5 things working in markets today
June 27, 2025In a shifting market landscape marked both by uncertainty and near all-time highs, we focus on what’s working.Read Now
Paying with debt: How to leverage your investments
June 26, 2025Borrowing against your investments and assets can help you fund new opportunities while preserving liquidity. Find out which options might be a fit for your needs and goals.Read Now
Thinking about buying another home? Here’s what to consider
June 24, 2025When assessing if adding another home to your real estate portfolio is the right move, consider the financials as well as your motivations for buying and life stage.Read Now
How to pass down the family vacation home
June 23, 2025Careful estate planning can help you accommodate your children’s differing lifestyles, needs, even tastes in décor – and allow them to truly enjoy the family vacation home.Read Now
Is deal activity on the rise? 3 signs we see now
June 20, 2025Dealmakers are ready for a rebound. Here’s why we’re optimistic.Read Now
Your guide to buying a home
June 20, 2025Whether you’re a novice or you’re experienced in the home-buying market, discover some things to think about as you move forward in the process.Read Now
When is a custodial account a good choice?
June 18, 2025What is a custodial account, and when is it the right choice? We explore the pros and cons in this comprehensive guide.Read Now
When it comes to luxury travel, experience is king
June 16, 2025According to a recent survey by Chase Travel, interest in bespoke experiences and celebrating special occasions are motivating and shaping luxury travel.Read Now
Middle East tensions challenge renewed investor confidence
June 13, 2025Markets brace for impact, but positive economic signs suggest recovery could continue.Read Now