As a Paraplanner, Shane works alongside our Advisors in managing client relationships and special financial planning needs, including retirement transition, education, and estate planning. He joined the Global View team upon graduating from the University of Georgia with a BS in Financial Planning in 2022 and passing the Series 65 Uniform Investment Adviser Law Exam. Prior to attending the University of Georgia, Shane spent five years in the United States Army as an Infantryman with two deployments to Afghanistan. He is currently pursuing his Certified Financial Planner designation.
Global View Investment Advisors LLC is a fee-only, fiduciary financial advisory firm headquartered in Greenville, South Carolina and serving investors nationwide. Our mission is to provide truly independent, conflict-free advice and complete wealth management services, so you can protect and maximize the wealth you’ve built.