Shawn Harshman
Vice President, Financial Advisor
921 Walnut Street
Boulder, CO 80302
303.938.3901
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Whatever your personal goals may be, I will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.
Profile

Shawn has been a Financial Advisor for twenty years, working extensively with the direct asset management, succession planning and comprehensive wealth management for his family of clients. During his time as a Financial Advisor, Shawn has taken the approach that a client’s financial confidence is directly correlated to the level of understanding of their own financial wealth and financial life cycles.  Shawn is committed in guiding clients through those complex and critical decisions necessary to help achieve financial success by ensuring clients truly understand their financial situation and the roadmap that will allow them to navigate and achieve their financial goals.

Shawn founded a successful wealth management firm, and for fifteen years managed the strategic direction and vision of the firm along with his clients’ financial well-being.  Shawn brings that same commitment and dedication to Merrill Lynch Wealth Management, always diligent to building lasting and powerful relationships, centered on the success of his clients.

Shawn is a Wyoming native and lives in Boulder.  He enjoys mountain biking and skiing.  In the summer, you will usually find him along a river fly fishing.

About Me
Welcome

One of the reasons I chose to become a Merrill financial advisor was my passion for educating clients about investing. I want to help you understand planning for your wealth, as well as the challenges and possibilities presented by the markets, and the impact this greater understanding can have on your full financial life.

Meet Our Professional Staff
Jena Schwener
Officer, Registered Wealth Management Client Associate
303.938.3991
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Tara Selig
Wealth Management Banking Specialist
About Merrill

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

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Shawn Harshman is registered to do business in AZ, CA, CO, IN, MD, MO, NC, NE, NV, NY, PA, TX, UT, VA, WA, WY.