Shawn Jiles is a Senior Vice President and a Private Wealth Advisor within QTR Family Wealth in Orlando. Shawn provides deeply customized advice and guidance to an accomplished clientele, helping them unwind the complexities that significant wealth can entail. A veteran Advisor, he is skilled in discerning possible efficiencies across a client’s balance sheet, attuned to the distinctive priorities and needs of ultra-high-net-worth individuals and families.
Shawn strives to clarify the intersection of clients’ personal and professional wealth, working in concert with their external tax and legal advisors, as appropriate. He has particular depth in long-term financial strategy, portfolio design and implementation, business succession strategy, and liquidity strategies. Committed to client success, Shawn builds enduring relationships that demonstrate his ongoing care and diligence. His background in engineering has intensified his ability to tackle complex problems and methodically delineate a clear path forward.
Shawn began his financial services career in 2004 and joined Merrill in 2006. He completed a double major in engineering as an undergraduate and also earned his M.B.A. Committed to ongoing professional development, he holds a number of wealth management designations, including the Certified Plan Fiduciary Advisor™ (CPFA™) designation, the Chartered Retirement Planning CounselorSM CRPC® designation, the Chartered Retirement Plans SpecialistSM CRPS® designation, and the Certified 401(k) Professional® (C(k)P®) designation in collaboration with UCLA Anderson School of Management Executive Education.
Originally from Pittsburgh, Shawn moved to Florida in 1996 and loves the vibrancy of the greater Orlando areas. Committed to the wider community, he is a member of the Knights of Columbus and a regular volunteer with Habitat for Humanity. In his free time, he enjoys golf, cars, and is a bourbon connoisseur. His greatest satisfaction is spending time with his wife and two daughters.