Shawn Burger
Premier Advisor
Premier Advisor
800 Route 113 North
2nd Floor,
Souderton, PA 18964
About me
Background
I am a Premier Advisor at Truist with experience since 2005 serving the financial needs of families throughout Southeastern Pennsylvania and New Jersey. My focus is empowering clients to take a comprehensive, holistic, and strategic approach to planning their financial futures. Each day is an opportunity to build better lives and communities by helping individuals achieve financial security. It is through the development of personal relationships with clients that I gain an understanding of what is most important to them and their families and provide customized solutions to help them reach their goalsRegistered Representative, Truist Investment Services, Inc., Investment Adviser Representative, Truist Advisory Services, Inc
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Education
Bachelors of Science in Education
Bloomsburg University
Personal interests
In addition to supporting the Philadelphia area sports teams, in my free time I am proud to volunteer, along with my family, through Cradles to Crayons of Philadelphia.
Specialties
A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, and more
Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, retirement distributions and more
Innovative, customized risk management strategies and solutions, designed to protect every facet of your assets and income.