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Advisor Services

  • Financial Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -College Planning
    • -Charitable Planning
    • -Other Financial Planning
  • Portfolio Management
    • -Individuals and/or Small Businesses
    • -Other Portfolio Management


Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types



No timeline events available.
Employer Years Dates
Eggerss Capital Management 4 years, 11 months Feb 2014 - Present
Annapolis Education Foundation 1 month Nov 2009 - Nov 2009
Annapolis Christian Academy 1 month Aug 2009 - Sep 2009
Charles Schwab Bank 9 years Feb 2005 - Feb 2014
Charles Schwab & Co., Inc. 15 years, 7 months Jul 1998 - Feb 2014

Designations & Memberships

Membership information not available

Articles and Answers

Insights by Shawn Morris

There are no insights for this advisor to display at this time.


Ask a financial questionAsk a question
How can I withdraw from my 401k plan?
Hi Vicente. I highly recommend that you contact your company's HR department and/or the plan sponsor, as they can provide the specifics about your companies plan. If you are still an employee of the company sponsoring the 401K, you are likely limited on your ability to outright withdraw from your 4...  (more)
Answered Mar 2015
    *Answers are submitted by advisors without compensation.

    Licenses & Conducts

    U.S. Securities and Exchange Commission
    • license status
    • disclosures
    • as of date
      Sep 20, 2018
    • license status
      Not registered
    • disclosures
    • as of date
      Sep 20, 2018
    Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:



    Last updated on Sept. 21, 2018
      • $85.0M
        Total Assets Under Management
      • $0
        Total Assets Under Advisement
      • 115
        number of clients
      • $739.1K
        Estimated Average Account Balance Per Client

    Eggerss Capital Management

    Last updated on March 31, 2017
      • $105.3M
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 351
      • $300.0K
        Estimated Average Account Balance


    Fee Only Advisor
    This advisor has certified that they are compensated soley by their clients, and do not accept commisions or compensation of any kind based on the products they recommend.

    Types of Compensation Arrangements