Advisor profile


My approach

Shawn Avery - My approach photo

Personalized advice to help you achieve your goals

I deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach.

I take the time to understand what’s truly important to you. Together, we document your goals, track your progress and make ongoing recommendations to help you diversify your portfolio, and adjust to whatever life brings — both the expected and the unexpected.

With regular reviews of your goals, anytime access to your investments, and digital tools to help you stay on track, I can help you feel confident, connected and always in control of your financial life.

Shawn Avery - My approach photo

Areas of focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Employee Stock Options
  • Family Finances
  • Insurance
  • Investments
  • Saving for Education
18
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • Ithaca College, Bachelor of Arts, Economics.

Interests

  • I spend time away from the office with my two children: Jace (15) & Ella (11). I can often be found rooting for them on the baseball field or at cheer competitions.
  • I am an avid Boston sports fan. In addition to attending games at the Garden, Fenway, and Gillette as a spectator, I also enjoy golfing, cycling, kayaking, and fishing.

Community participation

  • Relay For Life Team Captain
  • Relay For Life Committee Member
  • Relay For Life Leadership Summit 2011

Awards & recognition

  • Ameriprise Circle of Success, 2011
  • Protect. Grow. Give.®, RiverSource Life Insurance Company, 2011

Professional associations

  • Saugus Chamber of Commerce
  • Ithaca College Alumni Association
  • Million Dollar Round Table
  • Omicron Delta Epsilon, Int'l Honor Society, Economics
  • Danvers Educational Enrichment Partnership (DEEP)

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.