Shaun Eck

Shaun is an innovative advisor and strategist specializing in structured finance, investment management, and tax-advantaged wealth strategies. He serves as a trusted advisor to high-net-worth individuals and family offices looking to enhance returns while protecting their assets.

Earlier in his career, Shaun held senior advisory roles at leading wealth management firms, where as Vice President and Portfolio Advisor at Merrill Lynch he developed a proprietary investment model designed to identify excess returns through systematic analysis of publicly traded companies. He later served as a Senior Vice President of Advanced Planning at a family office-owned life insurance consultancy, where he engineered sophisticated asset protection and estate planning strategies for ultra-high-net-worth domestic and international families.

Before transitioning into wealth management, Shaun was a Managing Partner at a consulting firm focused on capital acquisition and real estate development. There he secured debt and equity financing across a broad client base that included regional and national developers, an international oil company, and retired professional athletes.

Shaun holds a Bachelor of Arts in Communication Studies from the University of Iowa, along with a Series 7, Series 66, Life and Health insurance licenses, and a Long-Term Care Certification.