Shaun BaileyAdvisory Board Member

Shaun Bailey, a native of Brooklyn, New York and a passionate football player and coach.  Shaun played ten years of semi-pro football in New York, and two years as an offensive lineman at Eastern Carolina University.   When he retired from the game, he immediately sought a career in which he could help people and went to work in the banking industry as a Personal Banker for JP Morgan Chase. Three years later Shaun moved his family to Atlanta and took a similar position with Sun Trust Bank.  Within three years Shaun’s managers from New York where calling to offer him a job with JP Morgan Chase in Atlanta.  He happily accepted the call and quickly became recognized as a top producer in the new Atlanta market.  Shaun’s achievements included being a Fast Start Award winner each of his three years there, and a Top Regional Producer for two consecutive years.

After achieving top honors year over end in Banking, Shaun was in search of a new challenge.  He wanted to continue to educate people about finances and being prepared for their future.  Bankers Life and Casualty called and offered Shaun a position with an opportunity for advancement.  After six months, he was promoted to unit manager and trainer.  Shaun became a Platinum Level New Agent within his first year.  Shaun earned the “Top Gun” agent award each year for exceeding his production goals.

Once again Shaun wanted more, and a move to a comprehensive financial services firm was the next logical step.  Shaun has always had a strong customer service orientation and prides himself on delivering attentive customer service. He describes himself as having a “teacher’s heart,” and his goal is to never just “do business” with clients, but to help them truly understand their options before making a decision.  He expects that every client feels utterly confident about their financial independence.

Helping families, small business owners, doctors, churches and church leaders achieve their financial goals is the focus of Shaun’s practice. The fact that young adults are going through life without a life plan, a financial plan or an action plan for college is something that is near to Shaun’s heart.  Mentoring the youth in his community as well as his church community has brought joy to all he has reached.  One unique perspective he brings to his clients is his understanding of how medical issues can drastically impact peoples’ financial health. Shaun’s wife fights a daily battle with sickle cell anemia.

Shaun’s life is based on faith and family. He teaches financial literacy classes at local churches and community centers and volunteers his time at American Red Cross blood drives. In his free time, Shaun returns to his other passion – football. He is offensive line coach at Hiram High School feeder football program where he coaches within the middle-school program.

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