Shaun WaylonisShaun Waylonis, CFP®Wealth Advisor
LinkedInAbout Shaun
Shaun Waylonis is a Wealth Advisor with J.P. Morgan Wealth Management.
A long-time member of the LK Group, he 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 ten years of industry experience, Shaun joined the LK Group at Merrill Lynch. Together with his team, he joined 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.
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