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Wealth Management EDGE
June 9 - 11, 2026
The Boca Raton ResortBoca Raton, FL

Shawn Wooden
Financial Advisor at Associated Investor Services, Inc.
Speaker

Profile

With a deep commitment to financial empowerment, I specialize in helping clients define their financial goals based on their values and create clear, actionable strategies to achieve financial security and wealth. My approach is rooted in personalized planning, strategic investment management, and a long-term vision to ensure my clients’ financial well-being. I hold Series 6, 7, 24, 51, 63, and 65 securities registrations and earned my bachelor’s degree in computer science from the University of Notre Dame. Before transitioning into financial services, I had the privilege of playing in the NFL, and I remain deeply connected to the game and its values of discipline, teamwork, and perseverance. Beyond my professional work, I am dedicated to giving back to the community. I reside in Pembroke Pines, Florida, with my family and actively support organizations that make a difference, including Big Brothers Big Sisters, Make-A-Wish Foundation, Habitat for Humanity, the United Way, Cystic Fibrosis Foundation, and the Miami Dolphins Foundation. I believe that true success is measured not just in financial wealth but in the impact we make in the lives of others. Whether helping clients navigate their financial future or giving back to the community, my goal is always the same—to make a meaningful, lasting difference.

Agenda Sessions

  • Pressure, Prep and Performance: Lessons from the NFL that Translate to Firm Growth

    10:10am