About Us

Shawn Kilmurray

Shawn Kilmurray provides comprehensive financial planning, wealth management, risk protection, and long-term retirement guidance to individuals, families, and business owners, driven by a dedication to ensure that his clients enjoy greater financial freedom and prosperity throughout
their lives.

Working through a very personalized process to help identify personal goals and resources, Shawn develops customized strategies that provide clients with enhanced benefits in areas such as wealth accumulation and preservation, asset protection, tax savings, and greater overall financial confidence and security.

Shawn specializes in providing strategic guidance and counsel to a variety of talent and corporate clients in music, film, TV, new media, and concert promotion.

A native of San Francisco, California, Shawn proudly served in the U.S. Naval Mobile Construction Battalion (Seabees) before pursuing a career in the music business. Shawn spent over 15 years, as an executive with major record companies: Sony, Universal & Warner Music Groups, and had the great pleasure of working on numerous global superstar recording projects.

He is a voting member of The Recording Academy (Grammy Awards), Latin Grammy Awards, Songwriters Hall of Fame, Americana Music Association, and the Museum of Popular Music. Shawn is also a member of the New York State Society of CPAs, serving on the Arts, Sports & Entertainment Committee; as well as serving on the East Coast Board of Governors for the TJ Martell Foundation, as well as serving on the Board of Directors for the Seatuck Environmental Association.

Shawn and his wife Ali reside in East Islip, NY, with their two children, Caleigh and Drew. They are very active in their local community, providing leadership and support to the Girl Scouts, as well as Youth football, basketball, volleyball and lacrosse leagues.

Away from the office, Shawn is an avid music and sports fan; and has a great passion for the outdoors. He enjoys travel, golf, backpacking, and live music, as often as possible.

B.S., Business Management and Economics – SUNY, Empire State College;
San Francisco State University

Series 7, 63 & 65 / Life, Health & Disability Licensed