PROFESSIONAL PROFILE

SHAWN JILES, CRPC, CSNA
Senior Financial Advisor
Personal Investment Advisory Program Portfolio Advisor


Shawn has been in the financial services industry since 2004 and joined Merrill Lynch in 2006. Insisting on understanding the specific situations and goals of the clients he works with, Shawn endeavors to establish deep and valued relationships. He and his team deliver total wealth management solutions, assisting clients with a variety of financial needs including:

- Current Portfolio Review and Analysis
- Construction, Management, and Reporting of Customized
Portfolios
- Career Transition and Retirement Planning
- Wealth Preservation and Transfer/Estate Strategies
- Corporate Services (Retirement Plans, Cash Management,
Lending, etc.)

Shawn moved to central Florida from Pennsylvania in the mid 90’s and spent his first seven years as an engineer. His community volunteer and philanthropic activities include membership in the Knight’s of Columbus, co-founder of the Business Development Alliance, SBDC Advisory Board member, Habitat for Humanity volunteer, and is also the President of Signature Events with the Community Volunteers at Bank of America. Shawn most of all enjoys spending time with his wife and two daughters.

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"Clients entrust their financial future with us. Our training allows us to accept the responsibilty. Our personal integrity, reputation, and heart earn it."
Shawn Jiles, CRPC, CSNA