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Shayne Lester, Cfp® Email & Phone Number
CEO, Partners in Planning | Financial Advisor
at
Raymond James
1 work email found
@eidebailly.com
1 phone found area 701
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
CEO, Partners in Planning | Financial Advisor
Location
Norman, Oklahoma, United States
Who is Shayne Lester, Cfp®? Overview
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Quick answer
Shayne Lester, Cfp® is listed as CEO, Partners in Planning | Financial Advisor at Raymond James, based in Norman, Oklahoma, United States. AeroLeads shows a work email signal at eidebailly.com, phone signal with area code 701, and a matched LinkedIn profile for Shayne Lester, Cfp®.
Shayne Lester, Cfp® previously worked as Financial Advisor / Director of Financial Services at Eide Bailly Llp and Financial Advisor at Massmutual Financial Group. Shayne Lester, Cfp® holds Business Administration from Oklahoma City University.
Company email context
Email format at Raymond James
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*@eidebailly.com
68% confidence
AeroLeads found 1 current-domain work email signal for Shayne Lester, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Shayne Lester, Cfp®
I began my career in financial services in 1997 as a financial advisor with MassMutual Financial Group. After becoming a CERTIFIED FINANCIAL PLANNER™ practitioner in 2005, I served as the Director of Financial Services for a large CPA firm, providing needs-based financial planning and investment management throughout Oklahoma. I opened my own practice in Norman in 2012. My profession allows me to build client relationships in Oklahoma and surrounding states based on mutual trust and specialized customer service.
Listed skills include Retirement Planning, Strategic Financial Planning, Wealth Management, Investments, and 15 others.
Current workplace
Shayne Lester, Cfp®'s current company
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4 roles
Shayne Lester, Cfp® work experience
A career timeline built from the work history available for this profile.
Financial Advisor / Director Of Financial Services
I began my tenure with MHM Wealth Management in 2005 as the Director of Financial Services. MHM was acquired by Eide Bailly Financial Services in 2008. I served as a Financial Advisor to the clients of the Oklahoma Eide Bailly CPA firm. Some of my responsibilities included the following:Manage a client base of over 800 clients and over 1500 accounts.Manage.
May 2005 - Mar 2012
Financial Advisor
Oct 2002 - May 2005
Operations And Controls Manager
Oct 1999 - Aug 2002
1 education record
Shayne Lester, Cfp® education
FAQ
Frequently asked questions about Shayne Lester, Cfp®
Quick answers generated from the profile data available on this page.
What company does Shayne Lester, Cfp® work for?
Shayne Lester, Cfp® works for Raymond James.
What is Shayne Lester, Cfp®'s role at Raymond James?
Shayne Lester, Cfp® is listed as CEO, Partners in Planning | Financial Advisor at Raymond James.
What is Shayne Lester, Cfp®'s email address?
AeroLeads has found 1 work email signal at @eidebailly.com for Shayne Lester, Cfp® at Raymond James.
What is Shayne Lester, Cfp®'s phone number?
AeroLeads has found 1 phone signal(s) with area code 701 for Shayne Lester, Cfp® at Raymond James.
Where is Shayne Lester, Cfp® based?
Shayne Lester, Cfp® is based in Norman, Oklahoma, United States while working with Raymond James.
What companies has Shayne Lester, Cfp® worked for?
Shayne Lester, Cfp® has worked for Raymond James, Eide Bailly Llp, Massmutual Financial Group, and Prudential Financial.
How can I contact Shayne Lester, Cfp®?
You can use AeroLeads to view verified contact signals for Shayne Lester, Cfp® at Raymond James, including work email, phone, and LinkedIn data when available.
What schools did Shayne Lester, Cfp® attend?
Shayne Lester, Cfp® holds Business Administration from Oklahoma City University.
What skills is Shayne Lester, Cfp® known for?
Shayne Lester, Cfp® is listed with skills including Retirement Planning, Strategic Financial Planning, Wealth Management, Investments, Retirement, Estate Planning, Financial Advisory, and Mutual Funds.
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