Shawn McLaughlin

Senior Wealth Manager

About

Shawn specializes in retirement planning, fixed & variable annuities, long-term care insurance, life insurance, estate planning, and small business planning.

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Experience

Shawn is committed to providing ethical and effective financial strategies for clients focused on retirement planning, college savings, estate planning, and reducing debt. He offers investment guidance and long-term financial planning services throughout Western New York. With experience as a former registered representative at Morgan Stanley, Shawn applies his expertise to develop personalized strategies tailored to clients’ financial goals. He has been with Sgroi Lawley since 2003.

Accreditation

Shawn holds FINRA Series 7, 31, & 66 licenses with LPL Financial, a Life, Accident, and Health License, and is a Registered Representative.

Education

Shawn earned a bachelor’s degree from Boston College.

Community

Shawn is a board member for the National Academy of Finance, volunteers with Junior Achievement, and serves as a community education teacher around the Western New York Area.