Based in the Dallas-Fort Worth area, Shaun Hayes is a wealth manager for McElhenny Sheffield Capital Management, where he oversees the portfolios of approximately 100 clients. Shaun Hayes is a Knight in the Prior of St. Gabriel with the OSMTJ Knights Templar of America.
A Christian fraternal and chivalric order, the OSMTJ Knights Templar of America stands for the French “Ordre Souverain et Militaire du Temple de Jerusalem.” The Knights Templar of America is a world organization that vows to hold the virtues of honesty, loyalty, perseverance, charity, humility, courage, and honor. The Order has a history of almost a thousand years, with many examples of heroic service to the Lord.
Joining the Order is a great honor but one that brings great responsibility - being a Knight Templar means living a life of purpose and meaning. To join the Order, an applicant must:
- Be at least 18 years old
- Be a professing Christian
- Possess integrity and virtues to show preparedness to become a true Knight or Dame
- Possess a clean record without a felony criminal conviction
- Possess a general education enabling an understanding of the spirit of meetings
- Understand the laws of the Order and commit to respecting them
A graduate of Texas Christian University in Fort Worth, Shaun Hayes is a wealth manager at McElhenny Sheffield Capital Management in Dallas. For nearly 15 years, Shaun Hayes has helped clients in the Dallas/Fort Worth area achieve their financial goals. To that end, he strives to develop positive relationships with regular communication.
Reputable wealth managers prioritize good, foundational relationships with their clients. These relationships require ongoing, open, and honest communication.
At initial meetings with new clients, wealth managers should ask questions that lead to an understanding of their clients' financial goals and life goals as well as the clients' comfort levels with risk and investing.
Many clients have firm, established goals at their first meeting with a wealth manager. They simply need someone with the necessary knowledge to bring their goals to fruition.
Other clients, however, need guidance. A good wealth manager can unravel their clients' short- and long-term goals. This requires asking questions, listening carefully, and clarifying anything that is unclear.
At subsequent meetings, financial advisors need to listen for changes in life circumstances that may alter the direction of their clients' financial pursuits.
To maintain positive relationships, wealth managers must keep in regular contact with their clients. Eliciting feedback from clients on how their needs can be better served may be accomplished in conversations or with online surveys.
Formerly based in Fort Worth, Texas, Shaun Hayes serves as a wealth manager at McElhenny Sheffield Capital Management, where he prides himself on understanding client needs through frequent communication. In addition to his professional responsibilities, Shaun Hayes maintains a commitment to giving back to his community, servind as a board member of the Faith for Today television ministry.
William and Virginia Fagal founded Faith For Today on WJZ-TV in 1950, and, within its first year, it became the first religious telecast aired nationally. Ever since, it has released original programming to inspire audiences toward Christian faith and virtue. Faith For Today’s first television drama was Westbrook Hospital, released in 1972, which went on to win silver and gold awards at the Houston International Film Festival. In 1975, it produced John Hus, its inaugural hour-long dramatic film, followed by The Harvest, a drama, in 1979.
Over the years, it would produce such shows and Internet events as The Evidence, HeartQuest: Finding the One Who Has Loved You All Along, LifeQuest, and Miracle at Gate 213. One of its most famous programs is LifeStyle Magazine, and the show’s special Mad About Marriage series has evolved into live seminars. Today, approximately 30,000 individuals have joined the Seventh Day Adventist church via its ministry, and more than 450,000 have completed at least one correspondence course hosted by Faith For Today.
Shaun Hayes is a Fort Worth, Texas resident and wealth manager at McElhenny Sheffield Capital Management in Dallas, Texas. He previously spent time as a senior financial advisor with Merrill Lynch in Fort Worth. Over the course of his career, Shaun Hayes has gained experience in various areas of wealth management and financial advising, including retirement and estate planning.
The state of Texas has a number of laws designed to address the distribution of property that has not been named in the property owner’s estate plan, or for cases that involve no valid will at all. For example, community property is transferred entirely to a spouse if the will does not outline distribution preferences, regardless of how many children the couple may have. On the other hand, a surviving spouse will need to split community property with any children from a previous marriage in the absence of an estate plan.
Separate property (property owned by just one spouse) is treated differently for individuals lacking a valid will. Children receive two thirds of separate property, while spouses claim one third. It should be noted that a person who divorces a spouse and then dies without altering their estate plan will leave no property or assets to their former spouse. To maintain the same standards of a will following a divorce, property owners will need to redraft their estate plan.
With these and other structures in mind, individuals are advised to draft a valid will with the help of a legal professional experienced in matters of estate planning. With a valid will in place, the state’s inheritance laws will only apply to property and assets that have not been named in the estate plan.
