Shane Twomey

Private Wealth Advisor

2009 Morgan Stanley Guardianship Award

As a Private Wealth Advisor, Shane works with clients on growing and managing their investments, with a focus on stable, consistent growth regardless of market fluctuations. Shane comes to Verdence after three years with the Washington, D.C. area-based AOG Wealth Management, a boutique investment firm catering to ultra-high-net-worth clients. Shane’s experience in investing began more than 20 years ago as an advisor with Merrill Lynch, later moving on to Morgan Stanley’s complex management team where he was responsible for multiple offices across the Capital Region. Shane is a graduate of Virginia Wesleyan University. 

Get to know Shane!

If you were not a financial advisor, what would you be?

“Lacrosse coach”

In the news story of your life, what would the headline be?

“Great father and husband, encouraged everyone around him to be their best.”

Three words that describe me:

“Honest, Loyal, Compassionate”