Shawn Fowler
Managing Director |Private Wealth Advisor
This website is designed to introduce Shawn Fowler's career, educational background, and wealth management philosophy, and to provide clients with contact channels and resources. Through this website, you can learn more about asset allocation, retirement planning, and intergenerational wealth transfer.
About Shawn Fowler
Shawn Fowler has over 20 years of experience in wealth management, specializing in providing customized investment strategies and comprehensive wealth planning solutions to high-net-worth families, business owners, and institutional clients. A graduate of the Wharton School's Advanced Wealth Advisor Program at the University of Pennsylvania, he holds Series 7, 63, and 66 licenses and has been repeatedly recognized by Barron's and Forbes as one of the top wealth management teams in the United States.
Professional Experience
Core Areas of Focus
Wealth Strategy
Generational Wealth Planning
Philanthropic Advisory
As a trusted advisor with over 30 years of experience, Shawn specializes in building tax-efficient, cash flow–driven portfolios tailored to the needs of ultra-high-net-worth clients.
Shawn helps families design long-term wealth transfer strategies, including trusts, estate planning, and governance structures to preserve both assets and values across generations.
He assists clients in developing impactful giving plans, establishing private foundations, donor-advised funds, and aligning charitable goals with their financial strategy.
Portfolio Management
As CIO of The Fowler Group, Shawn oversees global multi-asset portfolios with a focus on risk-adjusted returns, asset quality, and long-term capital growth.
Executive Compensation
Shawn provides strategic planning around executive stock compensation, including 10b5-1 plans, RSUs, and pre-IPO liquidity events for corporate leaders.
Team & Resources
Leading a team of professionals within Morgan Stanley’s Private Wealth division, Shawn integrates global resources and specialized services to deliver comprehensive wealth solutions.
Professional Development
Certifications & Training
Licenses & Registrations
Holds FINRA Series 7, 63, and 66 licenses, qualifying him to offer investment advisory and securities services across multiple jurisdictions.
Private Wealth Forums & Leadership Roundtables
Actively engages in exclusive peer advisory groups, including private wealth forums and leadership councils, fostering ongoing dialogue around innovation, fiduciary standards, and high-net-worth client experience.
Wharton Executive Program
Completed the Advanced Wealth Advisor Program at the Wharton School, University of Pennsylvania — a specialized track for senior financial advisors focusing on strategic planning, behavioral finance, and client-centered advisory.
Risk & Portfolio Strategy Workshops
Participated in advanced training programs on global asset allocation, risk-adjusted return modeling, and macroeconomic scenario planning within Morgan Stanley’s internal advisor network.
Honors
Recognitions
Barron’s Recognition
Forbes Awards
Financial Times 400
Named among Barron’s Top 100 Financial Advisors in the U.S. and consistently ranked #1 in Colorado.
Featured on Forbes' list of Best-In-State Wealth Advisors (2018–2021).
Selected as a member of the FT 400 Top Financial Advisors nationally.
CIO Leadership Role
Client Satisfaction
Industry Recognition
Serves as Chief Investment Officer of The Fowler Group, leading investment strategy.
Recognized by Morgan Stanley for exceptional client service and long-term relationship management.
Speaker and advisor at wealth management forums and executive roundtables across the U.S.