Shawn Corey Email & Phone Number

After a career in law, I made the transition to Financial Services as a member of the Davies Investment Group. With more than 75 years of collective investment experience, our team is committed to providing our clients with a planning-based approach. We pay close attention to the specific goals and needs of each of our clients, and then design an investment strategy that works to address each objective. Our client service approach is also unique, as we combine our team's knowledge and experience with that of your attorney and accountant to form a highly effective team that works in tandem for your benefit.I look forward to showing you how a client-first approach can help you achieve your financial goals. Securities and Advisory Services offered through Benjamin F. Edwards & Co., member FINRA and SIPC. Investing involves risk including the potential loss of principal. No investment strategy, including asset allocation and diversification, can guarantee a profit or protect against loss in periods of declining values. Past performance is no guarantee of future results. Benjamin F. Edwards & Co. does not provide legal or tax advice, therefore it is also important to consult with your legal and tax professionals for additional guidance tailored to your specific situation. Please click on the "Contact Info" tab above to access the link to the Benjamin F. Edwards & Co. website for more information about the Firm and other Important Disclosures. Opinions and comments expressed by LinkedIn Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm. Such comments should not be considered an endorsement or testimonial.

Listed skills include Litigation, Municipal Law, Legal Research, Legal Issues, and 15 others.