Moneta Group
As the Vice President of Mergers and Acquisitions, Shawn Paulk helps grow Moneta’s national footprint by advancing and accelerating Moneta’s M&A process.
Before joining Moneta, Shawn served more than 20 combined years as the Head of Advisor Distribution at TIAA and Knowledge Leaders Capital, where he developed an extensive network of advisor relationships.
Shawn earned his bachelor’s degree in leadership with a minor in business from Southwestern Oklahoma State University.
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Moneta Group
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Moneta provides a full spectrum of financial planning services to successful individuals and families, empowering them to navigate life’s path and protect what they cherish.