Broker Check
Dane Shinault CFP ®

Dane Shinault CFP ®

Partner & Wealth Advisor

Dane Shinault, CFP® helped found Morgan & Shinault Wealth Advisors based on the idea that
meaningful client relationships are at the heart of a firm’s success. Very early on, Dane knew his true
passion was not only to manage client’s investments but to also help them identify and reach their own
definition of wealth through financial planning.

As a Wealth Advisor, Dane focuses on providing holistic financial planning and investment management
for his clients. He oversees portfolios and total financial pictures as they relate to retirement, tax,
insurance, and estate planning for clients of Morgan & Shinault Wealth Advisors. Dane loves getting to
know clients not just in terms of finances, but also on a personal level which helps him understand their
unique challenges so that he can help them find a path around the obstacles they face and discover new ways
for them to pursue their goals. Dane educates clients on their options, provides personally tailored
recommendations, and facilitates the implementation of the chosen path forward.

Dane grew up in Hillsville, Virginia, and now lives in Galax with his wife, Hannah, their two sons Easton
and Kai, and their two dogs Oliver and Gracie. Outside of the office, Dane enjoys spending time with his
wife and family, watching sports, playing golf, and drag racing. He is a proud Virginia Tech alumni and
enjoys following all of their sports teams, especially football.

Education and Credentials

  •  B.S., Business (Finance) with a concentration in the Certified Financial Planning Track, Virginia

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the
CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque
design) logo in the United States, which it authorizes use of by individuals who successfully complete
CFP Board’s initial and ongoing certification requirements.