roger shawn
Roger J. Shawn III, CFP®, CIMA®, ChFC® Senior Vice President, Managing Director

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Roger began his career in the financial services industry in 2001 and went on to create the 3E Wealth Management Group in 2015. He started 3E with the mission of helping his clients achieve their vision of what financial independence means to them and their families. He works with multiple generations who often live around the country, as well as with businesses and non-profits. In 2023 he merged his team with Sisk & Marvel Investment Group to help establish Grove Wealth Partners of Raymond James. Roger focuses on comprehensive financial planning and wealth management so that his clients can spend more time doing what they love with those they care about.

Highly knowledgeable in his field, Roger is a Certified Financial Planner professional (CFP), one of the most respected financial planning credentials among consumers and the recognized standard of excellence in personal financial planning.

As a Certified Investment Management Analyst (CIMA), Roger passed extensive proctored examinations designed by the Investment Management Consultants Association (IMCA) in combination with coursework at the Wharton School University of Pennsylvania. The CIMA certification is one of the most valued certifications in the wealth management industry as today's investors expect a level of knowledge and care that is above and beyond what is required. As a CIMA professional, Roger applies advanced investment theory when assisting his clients with their investment decisions.

Roger also holds the Chartered Financial Consultant® designation (ChFC), which requires coursework on all aspects of financial planning from The American College, as well as adherence to strict ethical standards and extensive experience requirements.

When Roger is not in the office, he enjoys hiking and biking with his wife Christina and three children, Madelyn, Lucas, and Aubrey. He is an avid sports fan, loves to ski, kayak, and all the many challenges of golf. Roger graduated from the University of Richmond and lives in Richmond, Virginia. He is originally from Rhode Island, where you can find the BEST clam chowder!

The Forbes Top Wealth Advisors Best-In-State 2023 ranking, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 6/30/2021 to 6/30/2022 and was released on 4/4/2023. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 39,007 nominations, 7,321 advisors received the award. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors for more info.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CIMA®” and “Certified Investment Management Analyst℠.” Use of CIMA® and/or Certified Investment Management Analyst℠ signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professionals.

Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.