Center for Continuous Learning

Shayna Lear Harvey, a native of Philadelphia, brings more than 25 years of experience to the financial services industry where she has led clients to accomplish their goals as a financial advisor, advisory coach, district manager, franchisee, wealth manager and an independent registered investments advisor. In Shayna’s role as a partner and president of wealth management at JECohen, a leading New Orleans-based registered national wealth and investment management firm, she is responsible for working alongside a team of dedicated financial advisors positioned to work with clients to achieve their financial goals. Shayna obtained her Certified Financial Planner™ designation in 2003, her Chartered Financial Consultant designation in 2003, and her Series 66 license in 2000. Prior to joining JECohen, Shayna served as the managing director of The Insight Advisory Group, a Philadelphia-based firm she founded in 2015, where she was responsible for investment management, financial planning, client services and the vision for the company. Shayna’s passion for helping individuals in pursuit of their financial goals isn’t just limited to her office hours – she shares her knowledge through her podcast Seeking First, as well as articles written for various publications and her book Money On Purpose: Finding a Faith-Filled Balance (2012).