Roger Shawn

Roger (RJ) Shawn is a seasoned financial professional with extensive experience in private wealth management, currently serving as Senior Vice President and Managing Director of the Private Client Group at Raymond James since February 2017. In addition to this role, Roger holds a position on the Raymond James Technology Advisory Council, contributing insights to enhance technology tools for advisors. With a strong foundation in financial planning, Roger has previously worked as a Certified Financial Planner and Senior Vice President at Capitol Securities Management Inc. and has held similar roles at Anderson & Strudwick and Morgan Stanley. Roger is recognized as a Certified Investment Management Analyst through the Investment Management Consultants Association, complementing an educational background from the University of Richmond and The Wharton School.