Shane Appelbaum
Director - Investments
Private Wealth Advisor
Boca Raton, FL
(561) 620-2146
Financial Professional holding Series 7, 63, and 66 licenses
Investment Advisor with Herbert J Sims Capital Management, an affiliate of Herbert J Sims. (Series 66 license)
“You’ve worked hard to build your wealth. My role is to help you put it to work for the life you want, whether that means generating retirement income, growing your investments or providing for your family.”
Shane Appelbaum has spent his career at HJ Sims with more than two decades of industry experience. He focuses on income generation and growth strategies, helping clients build portfolios that support their spending needs while investing for the future.
For clients approaching or living in retirement, Shane helps address practical questions: Where will income come from? How much should remain available for unexpected expenses? How should the portfolio balance growth with the ability to withstand market declines? His recommendations consider each client’s investments, cash needs, tax circumstances and tolerance for risk.
Having guided clients through both bull and bear markets, Shane brings perspective to decisions that can feel urgent or uncertain. He explains the reasoning behind his recommendations, discusses the tradeoffs and helps clients understand how each investment fits into their broader plan.
Shane’s approach combines ongoing portfolio management with direct, personal communication. As markets shift and clients’ lives change, he revisits their strategies to keep financial decisions connected to the people and priorities their wealth is meant to support.
Shane lives in the Delray Beach area with his twins, Dean and Mila.
