Shawn Bergstrom

The most important question that I find clients want to ask is, "will I have enough money in retirement?" I have shaped my entire business as an Edward Jones financial advisor to answer that question when I meet with new clients. This is the foundation for my financial strategies for your future. I like to take a disciplined approach to meeting your goals that I learned through over a decade of service as a cavalry officer in the United States Army. As a resident of Pensacola Beach for nearly a decade, I like to understand what is important to my neighbors and get them to meet their financial goals. I like to forge relationships and partnerships with people from all walks of life in the Pensacola and Gulf Breeze areas. Showing my community my proven process is the greatest joy in my practice. Please take the time to reach out and give me the opportunity to show you what I can do for you! I was born an raised in New Orleans, LA. I completed my undergrad and earned my master's degree from Florida State University. I'm a veteran that was decorated 15 times in the U.S Army and deployed to the Middle East. Currently, I hold the Series 7 General Securities Representative License, Series 66 Uniform Combined State Law License and Florida insurance license. I provide help in the way of financial services, retirement planning and wealth strategies. I help parents of children with 529 Plans to prepare for college expenses. I educate my clients on REITs, 401K, stocks, mutual funds, ETFs, money markets, hedge funds and CDs to find what is most appropriate for my clients. I'm also licensed to sell insurance products such as life insurance, long-term care policies (LTC) and annuities.

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