Shawn A. Best, M.S., CFP®
Senior Wealth Management Advisor
Shawn Best focuses on assisting clients in all financial planning areas at the Tucson office of Meridian Wealth Management LLC. Shawn’s experience ranges from Retirement Planning, Tax Planning, Estate Planning, Education Planning, Investment Management, Risk Management and Insurance Planning. With over fifteen years in the wealth management and banking industry, Shawn utilizes his knowledge to work collaboratively with a wide range of clientele. Shawn’s passion for finance is centered around helping people of all walks of life attain financial wellness and comfort. He has held leadership roles in retail and commercial banking and has rounded out his wealth management experience working as an Associate Portfolio Manager and Senior Wealth Manager prior to joining the firm. In previous roles, Shawn has worked with executives, non-profits, ultra-high net worth and high-net worth individuals and families.
Native to Arizona, Shawn graduated from the University of Arizona, where he earned his undergraduate degree. To further his knowledge in financial planning and investment management, Shawn completed his Master of Science in Finance degree with an emphasis in Personal Financial Planning from Kansas State University. He also earned the designation of CERTIFIED FINANCIAL PLANNER™ (CFP®).
Shawn enjoys spending time with his amazing wife Jessica, and their two boys in his free time. He is a passionate Arizona Wildcats sports fan, enjoys cooking (especially grilling steaks) and spends time serving on the boards of several charities to give back to his local Tucson community.