“Treat others as you want them to treat you.” Shawn Everett calls this his Golden Rule.
Everett has ascended as a young financial entrepreneur by building strong, genuine relationships with his clients.
“Over the years, I have retained many wonderful clients as our rapport is strong,” he says. “I give them support through the process of their working years and into and through retirement. This sets us apart from other advisors, where people can feel as if things are very transactional instead of relational.”
Everett runs a socially conscious firm, giving a portion of all of its proceeds back to the community and beyond. Wealth Managers of Florida LLC works with more than 20 nonprofits and has participated in projects all over the world.
Recently, Everett planned and organized an annual 5K for Christy’s Cause, a Southwest Florida nonprofit aimed at ending sex trafficking and exploitation. He also teaches financial literacy twice a year at church groups in Florida and Connecticut.
Everett even has a quote at his desk by late American businessman John D. Rockefeller that reminds him why he does what he does.
“Think of giving not only as a duty but as a privilege,” it reads.
Everett lives in Estero with his wife, baby girl and three fur babies. His hobbies and interests include golf, travel, and German Shepherds.