David Shaw joined Allied Wealth Partners in the Fall of 2020 bringing to the firm over 20 years of industry experience as a Financial Advisor. Previously, he held this same role with Edward Jones, MetLife Premier Client Group of NJ, and UBS. A graduate of the University of Tampa, David has a Bachelor of Science degree in Business Administration and Management.
Working out of the AWP’s Manasquan branch, David, strives to assist his clients reach their financial goals regardless of what stage of life they are in. He helps them to make informed decisions that can help protect and solidify their financial futures and legacy. Having his FINRA Series 7 and 66 registrations, along with holding his Life and Health Insurance licenses, provides David with the tools and knowledge to help deliver a variety of financial solutions to his clients. These include Life, Disability, and Long-Term Care Insurance solutions, investment strategies, and asset allocation to name a few. Additionally, he specializes in retirement and estate planning strategies.
“Common purpose, uncommon commitment” is David’s motto when working with his clients.
He understands that every client’s needs are unique and prides himself in helping his clients to create a specific strategy that can help them achieve their long term financial goals.
David resides in Freehold, NJ, with his wife, Ginamarie. The father to a son and two daughters, he also has two grandchildren. He and his wife enjoy playing with their 2 dogs along with watching college sports, NFL, World Cup Soccer, The Yankees, and a wide variety of auto racing.
Registered representative and investment advisor representative of Securian Financial Services.