Shawn W Phelps, MBA

Wealth Management Advisor

Professional

Shawn graduated Magna Cum Laude from Ashland University with a Bachelors of Business Administration and Political Science. He later graduated Summa Cum Laude from Ashland University with a Masters of Business Administration with a concentration in Personal Finance. Shawn obtained his Trust and Estate Planning Degree from Midwest Trust School at Bowling Green University, where he was later an instructor.

 

Shawn started in banking in 1997 by helping families and small business owners in and around Licking County. In 2001 he began managing a local Trust Department in Zanesville and brings to Northwestern Mutual his knowledge of managing personal finances for families and businesses in and around the area.

 

Shawn has been awarded the distinguished Million Dollar Round Table (MDRT) award since 2011 and continues to grow his personal planning practice as well as helping buisness owners plan around their businesses.

 

Shawn has also been recognized for his leadership within the Central Ohio area and has been named a Growth Development Director within Northwestern Mutual. As a Director, Shawn is growing a team of new advisors within his team by recruiting and coaching these colleagues as they begin their careers with Northwestern Mutual.

 

Shawn also won 2015 and 2016 Financial Represenative of the Year from the Kemelgor Network Office for his outstanding growth in his practice through all of the help of his team, and through the loyalty of his clients.

 

 

 

 

 

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