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.
Formerly a resident of Fort Worth, Texas, Shaun Hayes is a wealth manager who first began his career in finance as a consultant for AXA Advisors, LLC, where he earned recognition as a top 3 producer in the country. In his free time, Shaun Hayes is a herpetology enthusiast who documents his experiences capturing snakes to share with his audience of 23,000 Instagram followers.
People who are unfamiliar with the species often mistakenly believe that snakes are malicious and intentionally seek to hurt humans when they bite. In reality, snakes prefer not to interact with humans and only bite in self-defense or when determining whether or not something is food. The following three tips can help people avoid being bit when exploring areas where snakes are often found:
1. Avoid walking through areas with tall grasses and dense bush. Snakes like to hide in this type of foliage to keep themselves safe from the detection of predators, especially large birds like falcons and hawks.
2. Don’t put your hands into crevices, under logs, or anywhere that you can’t see. Reaching into small, concealed areas without checking may result in a bite from a startled snake who has chosen to hide there.
3. Never provoke a wild snake. A majority of bites in the wild occur when people without any experience in handling snakes attempt to capture or harass them. Most snakes are conflict avoidant and will leave people alone when they themselves are left alone.
Shaun Hayes, of Fort Worth, Texas, works with McElhenny Sheffield Capital Management as a wealth manager. Shaun Hayes's business background includes a bachelor's degree in finance and entrepreneurial management from Fort Worth-based Texas Christian University (TCU).
The TCU Neeley School of Business offers its graduate and undergraduate students a chance to learn the ins and outs of real-world finance through the Educational Investment Fund (EIF) program. Students receive a budget of $1.4 million, which they invest at their own discretion. The program provides a chance to execute real trades, present real investment proposals, and take the same risks as any financial professional.
TCU has operated the EIF for more than 40 years, and students have made it one of the longest running, most successful student-run funds. Alcon Laboratories co-founder William C. Conner donated Alcon common shares to give the program its start in 1973, and it has operated continuously ever since. Proceeds from TCU EIF benefit Texas Christian University itself as well as the Baylor College of Medicine Department of Ophthalmology.
Based in Fort Worth, Texas, Shaun Hayes serves as a wealth manager at McElhenny Sheffield Capital Management. Shaun Hayes has developed strong relationships with his clients in and around Fort Worth, Texas, through his innovative investment strategies. He counts value investing among his favored professional interests.
The concept of value investing traces its roots to the first half of the 19th century with the 1947 publication, The Intelligent Investor. The investment approach described in this book focuses on identifying truly undervalued stocks, purchasing them, and maximizing returns on the investment. Warren Buffet is one of the most influential proponents of value investing. Here are three principles of value investing.
1. Inherent value: Value investing is typically viewed as the opposite of growth investing, because it does not assess a stock's future potential. Instead, value investors must make a subjective estimation of a stock's inherent value to ascertain whether or not it is currently undervalued.
2. Investor irrationality: In value investing, the concept of investor irrationality explains what causes stocks to be undervalued. The idea centers on the belief that human error is responsible for an inaccurate valuation, and savvy investors may eventually profit from it.
3. Margin of safety: To find the inherent value of a stock that has been devalued by investor irrationality, a value investor must perform a margin of safety evaluation. Devised to protect investors, the concept is used to determine an adequate margin of safety for investing in an undervalued stock. Many investors look for margins of safety of 40 percent or higher.
An experienced financial advisor in Texas, Shaun Hayes has served as a wealth manager with McElhenny Sheffield Capital Management since 2017. Shaun Hayes concurrently sits on the board of directors for the faith-based media company Faith for Today.
Spreading the gospel of Jesus Christ through the production and distribution of high-quality media content, Faith for Today has received a number of awards for its compelling and informative programs. In 2018, the company won a Platinum Remi Award in the Lifestyle Programming division for A New Season of Love.
Featuring Al and Lisa Robertson from the popular A&E Network reality show Duck Dynasty, A New Season of Love takes an in-depth look at overcoming the problem of adultery in a marriage. The Robertsons began dating in junior high school, married at a young age, and had two girls.
While Al was employed as a church pastor, Lisa had an affair that almost ruined their marriage. A New Season of Love details how the couple stayed together and came to terms with the shortcomings of their relationship.
