Shawn

Shawn: Email & Phone Number

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Senior Financial Advisor at HBKS Wealth Advisors|Pittsburgh, Pennsylvania, United States

Position:

Senior Financial Advisor at HBKS Wealth Advisors

Location:

Pittsburgh, Pennsylvania, United States

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Last updated: 2025-09-11
Updated: 2025-09-11

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Work Experience 19 years

Senior Financial Advisor at HBKS Wealth Advisors

Sep 2025 - Current

Financial Advisor at HBKS Wealth Advisors

Jul 2022 - Sep 2025

Financial Planning Consultant at Fidelity Investments

Oct 2021 - May 2022

Investment Relationship Manager at Schneider Downs

Jan 2020 - Oct 2021

Vice President & Relationship Manager at Huntington National Bank

Aug 2018 - Jan 2020

Financial Advisor at LPL Financial

Sep 2010 - Sep 2017

Investment Analyst at PNC

Apr 2008 - Aug 2010

Portfolio Analyst at BNY Wealth

Mar 2007 - Apr 2008

Shawn started working in 2007, then the employee has changed 6 companies and 6 jobs. On average, Shawn works for one company for 2 years 3 months.

Their professional focus is Insurance, Investments, and Wealth Management Services across 3 core areas.

Education

Executive Certificate in Financial Planning at Duquesne University

Bachelor of Science at Saint Vincent College

Shawn Namesakes

Name
Company
Position
Shawn
Forestar Group Inc.
Development Director - Phoenix AZ
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Shawn
Gladney heating and cooling
Service Technician
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Shawn
Scheduling Coordinator
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