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Shawn T.H. Morris, CFP®, AAMS®

Shawn T.H. Morris, CFP®, AAMS®

Vice President,
Financial Advisor

  • San Antonio, TX
  • Lonesome Dove | True Grit
  • Jesus, Paul, and Ronald Reagan
  • Love your neighbor as yourself.
  • Honesty, integrity, and dependability

Financial Advisors

Shawn T.H. Morris is a wealth management financial advisor based in Boerne, TX.

CAPTRUST welcomed Shawn in 2021. With over 20 years of experience in the industry, he helps our clients accomplish their goals through various financial, estate, investment, and tax planning strategies. Shawn joined us from Covenant Multifamily Offices—a multidisciplinary financial advisory firm—where he was a wealth advisor.

Prior to joining Covenant, Shawn was an investment advisor with Eggerss Capital Management. Shawn also spent 15 years with Charles Schwab, serving in many capacities, including vice president, branch manager, and investment specialist. He began his career with Olde Private Brokerage as a financial consultant. Shawn earned a Bachelor of Business Administration degree in business management from the University of Texas at San Antonio.

Shawn is an active member of the Boerne Chamber of Commerce and the Leadership Boerne Council. When he is not helping clients or serving his community, Shawn enjoys spending time with his wife Cheryl and four children.

Education

  • Bachelor of Business Administration degree in business management from the University of Texas at San Antonio

Industry Designations

  • CERTIFIED FINANCIAL PLANNER™
  • Accredited Asset Management Specialist™
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