Building Wealth and Earning Trust
Shane Cason, CFP®, CRPC®, has more than 20 years of experience in the financial industry. He joined Davenport in 2017 and in 2018, he combined his practice with senior associates, Otto Williams and Ed Lawton to form the Williams-Lawton-Cason Group. After Otto passed away, Ed and Shane continued their partnership until unexpectedly, Ed passed away. Shane is appreciative of the wisdom and knowledge he gained from working with Otto and Ed and views the time spent with both consummate professionals as priceless.
Shane is committed to providing you with the highest level of professionalism and personal service. He specializes in comprehensive retirement and financial planning, and believes a sound investment plan is critical in helping you achieve your financial and life goals. Once he fully understand your goals, he will recommend a suitable investment program and monitor it on an ongoing basis.
Shane takes pride in serving as your “financial gatekeeper” and can address a wide range of personal financial needs for you and your family. If you own a small business, he can assist you in choosing the best retirement plan for a wide variety of business needs.
Working with the extensive resources of Davenport, Shane can help you manage your assets with a range of professionally managed fee-based accounts or traditional brokerage accounts, and offer you access to premier professional money managers and mutual funds. If you are seeking reliable income, he can create custom fixed-income strategies.
Shane believes in a comprehensive approach to wealth management. It is an integrated process designed to help you accumulate, protect, and distribute wealth during your lifetime and through your legacies using tax-intelligent solutions.*
*Davenport & Company is a financial services firm and does not provide tax or legal advice. Please consult your professional accounting or legal advisors prior to acting on any information provided by us that may have an effect in these areas.
Shane Cason is registered with the Financial Industry Regulatory Authority to offer securities services to clients who reside in Alabama, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Indiana, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Nevada, New Jersey, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Virginia and Washington. Shane is licensed to offer insurance and annuity products to residents in Florida, North Carolina, Pennsylvania, Vermont, Virginia and Wyoming.