Shaun M. Blakeslee, MBA, is a Financial Planner with Synergy Financial Group. Shaun joined Synergy in June of 2017 and brings with him 15 years of industry experience. For the past 12 years he has been a Financial Advisor, spending the majority of that time working for one of the largest banks in the country. While he credits his success to that opportunity, Shaun realized that the extensive limitations & conflicts of a bank-directed investment program were preventing him from serving his clients in an ideal manner. It was that realization which led him to pursue independence with his practice.
His philosophy is that every client deserves a custom approach from their advisor. Clients that appear similar may have very different needs, concerns, or perspectives. Shaun also believes it is important to utilize an array of unique investments to help clients meet their objectives – something many advisors avoid due to complexity, time-consuming management, or lack of availability at whichever firm they work with.
Born and raised in Maryland, Shaun attended Johns Hopkins University where he received his bachelor’s and master’s degrees. Taking great pride in education, Shaun graduated Summa Cum Laude and was presented with the Delta Sigma Pi Scholarship Key for academic excellence.
Outside of the office, Shaun enjoys downtime with friends & family, golfing, and has a passion for being on the water.