Camelot Wealth Management, LLC

Brian Mahoney is a financial advisor at Camelot Wealth Management, LLC with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Camelot since 2015. Outside of his advisory role, Mahoney serves as a board member of the Oldsmar Fire Fighter Pension Board. Camelot Wealth Management provides discretionary and non-discretionary portfolio management, financial planning, and consulting services to individual clients, including high-net-worth individuals, and charitable organizations. The firm customizes portfolios based on client objectives and risk tolerances, employing mutual funds, ETFs, and various investment strategies.

Lincoln Devine is a financial advisor at Camelot Wealth Management, LLC with a Series 65 license and three years of industry experience. Prior to his current role, he worked at TK Elevator for seven years. Outside of financial advising, he is involved in client and implementation management at Hyperion Solutions, a vertical-transportation company based in Tampa, FL. Camelot Wealth Management provides discretionary and non-discretionary portfolio management, financial planning, and consulting services to individual clients, including high-net-worth individuals, as well as charitable organizations. The firm manages approximately $66.3 million in client assets and uses a mix of fundamental and cyclical analysis, employing long-term, short-term, and option-writing strategies tailored to clients’ objectives and risk tolerances.

Shawn Mahoney is a financial advisor at Camelot Wealth Management, LLC in Miami, FL, holding a Series 65 designation with 11 years of industry experience. He has been with Camelot Wealth Management since 2016 and also works as an accountant for Miami-Dade Aviation. Camelot Wealth Management provides discretionary and non-discretionary portfolio management, financial planning, and consulting services to individual clients, including high-net-worth individuals, as well as charitable organizations. The firm employs a variety of investment strategies, including fundamental and cyclical analysis, and uses mutual funds and exchange-traded funds tailored to clients’ objectives and risk tolerances.