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Shawn Villalovos

Advisor at Transamerica Financial Advisors

Updated today
Transamerica Financial Advisors logo

Firm

Transamerica Financial Advisors

Location

Murfreesboro, TN 37129

Credentials

Series 63, Series 65

Industry experience

25 years

Fee options

Commissions

Commission on fixed insurance products via WFGIA; normal and customary insurance commissions apply.

Other

Account minimum: $10.00 Minimum fee: TFA365 Advisory Program Strategist Program: $35 Minimum Annual Account Fee (Account Minimum $25,000); TFA365 Advisory Program Separately Managed Account Program: $150 Minimum Annual Account Fee (Account Minimum $100,000); TFA365 Advisory Program 365 Unified Managed Account Program: $35 Minimum Annual Account Fee (Account Minimum $25,000)

Work history

EvoShare Inc.

2023 - Present (3 years)

HAPPY & STRONG, Inc.

2021 - Present (5 years)

Debtmerica

2019 - 2022 (3 years)

All for One, Inc

2016 - 2025 (9 years)

Transamerica Financial Advisors, Inc

2012 - Present (14 years)

Team Revlution

2004 - Present (22 years)

Wfgia

2001 - Present (25 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

William S

Series 66

Smyrna, TN

Edward Jones

Retirement income strategy General retirement planning

Eric W

Series 66

Nolensville, TN

Edward Jones

Retirement income strategy Charitable giving & philanthropy Multi-generational wealth transfer Wealth management Founder/Business Owner Intergenerational Families

Aaron M

Series 66

Smyrna, TN

Edward Jones

General estate planning guidance Multi-generational wealth transfer Retirement income strategy General retirement planning

Patrick S

Series 66

Murfreesboro, TN

Edward Jones

Business ownership considerations Retirement income strategy Wealth management Real estate investing Founder/Business Owner Newlywed/Engaged Young Families Intergenerational Families

Todd M

CFP®, Series 66

Murfreesboro, TN

Edward Jones

Retirement income strategy Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General estate planning guidance Founder/Business Owner Intergenerational Families

Benjamin M

Series 66

College Grove, TN

Merrill

Benjamin Miller is a Senior Financial Advisor with Merrill Lynch Wealth Management. He focuses on developing tax-efficient global portfolios designed for long-term capital appreciation for individuals and families. Utilizing alternative investments, options, and private credit, he collaborates closely with clients through open and consistent communication to establish personalized financial strategies. His areas of expertise include divorce transition planning, executive compensation, family wealth management strategies, services for endowments, foundations, and non-profits, liquidity management, managing new wealth, tax minimization, and retirement income. Benjamin holds a Bachelor's Degree from the University of Wisconsin and has the professional designation of Personal Investment Advisor (PIA). Outside of his professional work, Benjamin volunteers in his community and pursues personal interests that include cooking, football, golfing, hunting, music, reading, and tennis. He lives in College Grove, Tennessee, with his wife, Dionne, and their children, Oliver and Kendall.

Wealth management Private / alternative investments Options & derivatives strategies Retirement income strategy General tax planning Parents
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