Shawn Torres is the Managing Director of Vitae Wealth Management, LLC and a registered representative and investment adviser representative of NEXT Financial Group, Inc. He has extensive experience in providing insurance, financial and wealth management services, as well as corporate services. Prior to founding Vitae Wealth Management, LLC, Shawn spent fourteen years as a Managing Director of Charter Oak Financial and MML Investor Services, a broker dealer and investment adviser associated with MassMutual.
Shawn earned the AIF® designation in 2020. Attaining the Accredited Investment Fiduciary (AIF®) designation demonstrates understanding of prudent investment practices and methodology.
As a financial professional, Shawn's philosophy and personal approach is to work with each member to gain a greater understanding of their unique circumstances and goals, to match those needs and desires with the most effective investment solutions, and to offer an unparalleled level of service and support.
We are very pleased to have Shawn on board. Please feel free to contact him to discuss your financial future. We believe it is important to review your accounts with a financial professional on a regular basis in order to give you the best opportunity to achieve your financial goals.
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Securities and advisory services are offered through NEXT Financial Group, Inc. (NEXT), a registered investment adviser and broker dealer (member FINRA/SIPC). Insurance products are offered through Vitae Wealth Management, LLC or its licensed agents and NEXT. Arrha Credit Union and Vitae Wealth Management, LLC are not registered as a broker-dealer or investment advisor and are separate legal entities and not affiliates of NEXT. Securities and insurance products are: (a) not insured by NCUA/NCUSIF or any other government agency, (b) not obligations of or guaranteed by the credit union, and (c) subject to investment risks, including possible loss of principal.