Wealth is not about money. It is about living the life we desire most, reaching our potential, and leaving a legacy behind for those that come after us. This takes a focused plan and a team of great professionals. We partner with our clients to help them build a well rounded family advisory board. We point out pitfalls in their current plan, and provide education and advice on how to move forward to achieve their goals. We build investment portfolios and create comprehensive financial plans to connect dreams and goals with actionable steps.Securities offered through Securities America, Inc., Member FINRA (www.finra.org) / SIPC (www.sipc.org). Advisory services offered through USAdvisors Wealth Management LLC, Shawn Cook, Representative. Advocate Wealth Management, LLC, Securities America, USAdvisors Wealth Management & Advocate Wealth Management are separate entities.NOT FDIC Insured. Not Bank Guaranteed. May Lose Value. Not a Deposit. Not Insured by any Government AgencyThird-party comments may not be representative of all customer experiences. For additional information and important disclosure, please visit www.advocatewm.com. This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.

I provide assistance to clients and staff with regard to their needs. For important disclosure information, please see "Social Media Disclosure" link in the "Contact Info" section.Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC.