Shane Davis

Wayne, PA

Shane is a 20-year veteran of financial services and insurance, focused on establishing strong relationships with C-level Management, small and mid-sized business owners and individuals. He was brought up with traits that he uses today both professionally and personally. Shane’s mission is to help his clients and their families achieve financial independence.

As a Kades-Margolis Financial Advisor, Shane works with educators and school district employees and their families to provide Class-A retirement planning solutions. He is experienced with 403(b), the Public School Employees’ Retirement System (PSERS), as well as additional retirement plans (IRA, 401k, etc.) and insurance products. He enjoys educating and assisting clients with their individual and family financial needs through customized planning based on their unique and specific objectives and goals. Shane implements comprehensive plans for his clients to ensure all retirement, insurance, long-term care, and legacy planning needs are met. He also provides life, disability and long-term care insurance.

Shane is a Registered Representative and Investment Advisor Representative of GWN Securities, Inc., an independent registered broker dealer. He is also a licensed life and health insurance agent in Pennsylvania and New Jersey.

Contact Shane

Retirement Guidance

Whether you are a new teacher, someone in the middle of their career, or someone a year away from retirement, everyone should have some help in planning for their retirement. With a combination of experience and planning resources, I can help you better understand your current financial situation and plan your financial future.

Investment Counseling

Choosing the right investments is difficult. How can you avoid mistakes in investing? How can you protect your investments in uncertain markets? How can you grow your retirement nest egg without taking on too much risk? These are questions we ask and answer together. Then, I help you choose investments appropriate to your level of risk tolerance.

Contact by Phone

(610) 849.6977

Contact by Email
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