Shaun Moynihan

Raised in rural New England and educated at Springfield College, Shaun moved to North Carolina over 20 years ago. An industry veteran with over 14 years’ experience, Shaun approaches every client interaction as an educational opportunity, recognizing that every economic and life situation is unique.

When matching clients with the right financial products and services, he believes that personalized planning is essential. With so much questionable financial information on the internet, finding true advice you can trust is imperative. Shaun’s advice comes from a place of understanding, and he knows that his clients’ needs come first. Shaun’s professionalism and ability to collaborate with clients are the foundation of every financial plan he helps build.

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