Shawn E. Eager, CFP®, CIMA®, CEPA®, CDFA®
My Mission Statement
Values, including financial values, are deeply personal. That's why the choices you make about your equity compensation – and how it fits into your overall financial picture – should be aligned with your unique needs and financial goals. As a Workplace Advisor for Equity Compensation and Financial Advisor, I'm here to help you ensure your equity compensation plan is seamlessly integrated into your broader wealth plan now and throughout your life stages.
I'm dedicated to skillfully navigating complex financial landscapes to help clients achieve their goals during significant life events and beyond. Serving clients in South Florida and nationwide, Icombine my extensive professional focus with Morgan Stanley's global resources, specialized research, and world-class solutions.
I provide personalized financial advice and strategies to guide you through pivotal moments with confidence and financial security. Here's how I can assist you:
- Life Events: Tailored guidance for milestones like welcoming a new child, career transitions, marriage, relocation, or managing a loved one's affairs.
- Business Owners: Strategic exit planning to enhance business value and explore exit options.
- Individuals Facing Divorce: Receive guidance to navigate the financial complexities and implications of divorce.
- Corporate Executives: Seamless integration of equity compensation into comprehensive financial plans.
- Retirees: Development of sustainable retirement income plans and effective risk management.
My advanced certifications underscore my comprehensive expertise:
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Certified Investment Management Analyst® (CIMA®)
- Retirement Management Advisor® (RMA®)
- Certified Exit Planning Advisor® (CEPA®)
- Certified Divorce Financial Analyst® (CDFA®)
- Chartered Financial Consultant® (ChFC®)
- Chartered Life Underwriter® (CLU®)
- Retirement Income Certified Professional® (RICP®)
- Qualified Plan Financial Consultant® (QPFC®)
Since joining Morgan Stanley in 2018, I've been honored to be part of the Pacesetter's Club (2022-2024). Additionally, my team, The 350 Wealth Management Group, has been recognized as a 2025 Forbes Best-In-State Wealth Management Group, a testament to our commitment to excellence.
Originally from Biddeford, Maine, I hold a bachelor's degree from the University of Southern Maine and a master's degree from Florida Atlantic University. Now living in Fort Lauderdale, I enjoy life with myfiancée, Brunna, our sons, Odin and Thomas, and their mini goldendoodle, Sasha.
Outside of my professional and family responsibilities, I serve on the Gilda's Club South Florida Board of Directors, supporting individuals and families affected by cancer. An avid reader and scuba diving enthusiast, I also hold a black belt in Brazilian Jiu-Jitsu and engage in EMS fitness training.
The use of the CDFA™ designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA™ designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
For more information on the designation(s) listed, go to: https://advisor.morganstanley.com/the-350-wealth-management-group
Source: Forbes (Awarded Jan 2025). Data compiled by SHOOK Research LLC based for the period 3/31/23–3/31/24. https://www.morganstanley.com/what-we-do/wealth-management/forbes-top-wealth-advisors-lists-2025
NMLS#: 1889161
CA Insurance License #: 4091347
As a Financial Advisor specializing in equity compensation, I have experience helping clients manage their equity awards as part of their larger financial picture and can help you define a strategy that aligns with both your current needs and future financial goals.
Your equity award journey is always evolving and I’m here to help at every step of the way. Together we can make sure you stay on top of key milestones, including vesting events or options expirations.
Your equity compensation is a powerful tool to help you achieve your financial goals. By working with you to understand your needs and objectives, I can help you make decisions about your equity awards that help support your broader financial picture.
Having a plan can help you stay on track towards meeting your goals. Together we can implement a goals-based plan, that takes your equity awards in to account, and adjusts it as your goals and markets change.
Frequently Asked Questions
Working with Us
Ready to invest in what matters to you?
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate investments, strategies, and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Awards Disclosures
