Financial Advisor at MetLife Financial Services
Miami/Fort Lauderdale Area
- Current
-
- Financial Advisor at MetLife Financial Services
- Past
-
- President at Garrido & Wooden Financial Strategies
- Financial Advisor at AXA Advisors, LLC
- Financial Planner at MetLife Financial Services
- Pro Athlete at Miami Dolphins
- Pro Athlete at Chicago Bears
- Pro Athlete at Miami Dolphins
- Education
-
- University of Notre Dame
- Abington High School
- Connections
-
284
connections
- Industry
- Financial Services
- Websites
Shawn Wooden’s Summary
BUSINESS PHILOSOPHY
My focus is on the business of relationships, where communication and sterling client service are paramount. Supported by the global resources of MetLife, I work with my clients to help them define their financial goals based on their values and create strategies to help achieve those goals, with the added support of one of the world’s leading financial services companies.
QUALIFICATIONS
- Licensed in Florida to sell Life & Health Insurance as well as Annuities
- FINRA Series 6, 7, 63, & 65 security registered
- Multiple times Leaders Conference Qualifier
- Member of Million Dollar Round Table [MDRT], Court of the Table
- Obtained Life Underwriter Training Council Fellow [LUTCF] designation
Shawn Wooden’s Specialties:
INDIVIDUALS
- Various Life Insurance products
- Fixed Income & Equity Investments
- Managed Accounts (Fee-Based)
- Alternative Investments
- Disability Income Insurance
- Estate Conservation Strategies
- Fixed and Variable Annuities
- Education Funding Strategies
- IRA Consolidation/Rollovers
BUSINESS
- Business Continuation Strategies (Exit Strategies)
- Golden Executive Bonus Arrangement
- Retirement Plans (Qualified & Non-Qualified)
- Key Person Strategies
Shawn Wooden’s Experience
-
Financial Advisor
MetLife Financial Services
(Public Company; MET; Financial Services industry)
January 2009 — Present (7 months)
-
President
Garrido & Wooden Financial Strategies
(Financial Services industry)
June 2008 — January 2009 (8 months)
-
Financial Advisor
AXA Advisors, LLC
(Public Company; 10,001 or more employees; AXA; Financial Services industry)
June 2008 — January 2009 (8 months)
-
Financial Planner
MetLife Financial Services
(Public Company; 10,001 or more employees; MET; Insurance industry)
September 2005 — June 2008 (2 years 10 months)
-
Pro Athlete
Miami Dolphins
(Sports industry)
June 2001 — March 2005 (3 years 10 months)
-
Pro Athlete
Chicago Bears
(Privately Held; 51-200 employees; Sports industry)
March 2000 — June 2001 (1 year 4 months)
-
Pro Athlete
Miami Dolphins
(Privately Held; 51-200 employees; Sports industry)
April 1996 — March 2000 (4 years)
Shawn Wooden’s Education
-
University of Notre Dame
BS , Computer Science , 1991 — 1995
- Activities and Societies:
- Varsity Football
Monogram Club Member
-
Abington High School
Additional Information
Shawn Wooden’s Websites:
Shawn Wooden’s Groups:
Honorary Board of Directors - Big Brothers Big Sisters of Broward
National Committee on Planned Giving
Board of Directors - Renaissance Village
-
Notre Dame Alumni Network -
Link to Wall Street™ -
NFL Alumni -
Black Alumni of Notre Dame -
Notre Dame Football Alumni -
The Russell Life Skills and Reading Foundation
Shawn Wooden’s Honors:
1997, 1999, 2003 Miami Dolphin Community Service Award
2003 Finalist for Walter Payton Man Of The Year Award
Million Dollar Round Table , Court of the Table
Shawn Wooden’s Contact Settings
Interested In:
- career opportunities
- consulting offers
- new ventures
- job inquiries
- expertise requests
- business deals
- reference requests
- getting back in touch
