Shawna Bieda, CFP®
Senior Wealth Advisor
Shawna brings more than 20 years of financial industry experience to XML where she is a CERTIFIED FINANCIAL PLANNER™ Professional and a Senior Wealth Advisor. Her attention to detail and analysis gives her clients comfort in knowing that she is providing well thought-out solutions that help them achieve their financial goals. Her dedication, patience and personal touch build strong, trusting relationships with all generations of each client to bring continuity to their long-term objectives. While she enjoys helping everyone achieve their financial goals, she has a passion for helping women and is particularly sensitive to issues women frequently face such as caring for young ones and elderly parents, losing a spouse or going through a divorce. She listens carefully, challenges when appropriate and advises honestly.
Education & Philanthropy
Shawna graduated magna cum laude from the University of Baltimore with a degree in Finance and she holds the FINRA Series 7, 9, 10, 66 registrations and Life and Health Insurance license. She earned her CFP® certification in 2012. When she is not helping others with their wealth management needs, she enjoys volunteering her time with organizations local to her community and spending time with her family. You can find her at an ice rink cheering on her son’s hockey team or on a turf field rallying for her daughter’s lacrosse team. Shawna resides in Lake Shore, Maryland and is married to her high school sweetheart. FINRA’s BrokerCheck | 2B SupplementWondering if there might be something more you and your money could do?
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