Shawn Southard, NSSA® Advisor · Raleigh, NC

Shawn Southard is a trusted Healthcare and Social Security Specialist at Peace of Mind Wealth Management in Raleigh, NC. With a deep commitment to empowering Medicare beneficiaries and those navigating the complexities of Social Security, Shawn expertly guides clients to identify their best options based on unique individual needs. His extensive knowledge in these critical areas ensures that clients receive tailored advice grounded in their specific circumstances.

As a holder of the NSSA® Social Security certification, Shawn Southard brings specialized knowledge of Social Security planning to every client relationship.

Combining a strong educational foundation as a former high school teacher and corporate trainer with over 28 years of experience in Raleigh, Shawn is dedicated to making complicated information accessible and understandable. His goal is to offer peace of mind to clients as they make important financial decisions regarding their healthcare and retirement benefits. Whether you are considering when to take Social Security or need assistance with Medicare options, Shawn is here to help.

Outside of his professional life, Shawn enjoys skiing and cheering on the NC State Women’s basketball team with his wife and daughter, making him not only an expert in his field but also a personable and relatable advisor. Reach out to Shawn Southard for reliable, knowledgeable, and respectful guidance in your journey through Medicare and Social Security.

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