I, Shawn Oliver Short, CRD# 4444866, am a dually licensed Investment Adviser and Broker regulated by FINRA, with 20 years of industry experience dedicated to empowering individuals and families toward financial well-being.
My extensive knowledge of the financial field is underscored by the successful completion of five key exams: Series 7, Series 24, Series 66, and the SIE. I also hold licenses in all 50 states enabling me to operate across various regulatory jurisdictions.
I blend rigorous financial expertise with a personalized approach, ensuring that complex financial concepts are made accessible and easy to understand. I believe that an informed client is an empowered client, and my commitment to professionalism and excellence has earned me the trust of my clients. I provide strategic financial guidance and investment expertise tailored to meet each client’s unique needs.
I reside in Florence, Alabama, with my wife, Brandeis Short, our daughters, Elsie Ann and Evelyn Avent, and our two dogs, Esme and Edgar. If you seek a knowledgeable and client-focused financial advisor to guide you on your financial journey, I am here to help you achieve your goals.