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Our financial advice team


Shaun Spaid, Private Wealth Advisor serving the Orlando, FL area - Ameriprise Advisors

Shaun Spaid

CFP®, MBA, CRPC

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Dreamscape Wealth Advisors
18
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 5.0 out of 5 rating based on 27 reviews

Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Retirement Plan Distribution
  • Investments
  • Tax Planning Strategies
  • Insurance
  • Estate Planning Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CRPC™ Chartered Retirement Planning Counselor™

Education

  • Bachelor of Science, Pennsylvania State University, State College, PA
  • Master of Business Administration, Rollins College, Winter Park, FL

Awards & recognition

  • Ameriprise Circle of Success, 2008, 2011, 2012, 2014 - 2018, 2020 - 2022

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

  • Penn State Alumni
  • Rollins College Alumni

Interests

  • Playing in charity golf tournaments
  • Attending live sporting events
  • Fishing
  • Gardening
  • Traveling
  • Cycling
  • Spending time with my family