Planning for healthcare expenses now and in the future
- Long-term Care Insurance3
- Health Savings Account2
- Disability Insurance3
Accessible, knowledgeable and experienced, I am committed to building and maintaining strong client relationships. I am passionate about what I do and I bring that passion to helping every client make what may be the most important financial decisions of their lives.
Shawn Nierman has been in the financial industry since 2006 and joined Merrill as a Financial Advisor in 2019. She strives to build long term, intergenerational relationships with individuals and families to provide a comprehensive approach to wealth management.
As an All American D1 soccer player, Shawn cultivated her abilities to analyze and achieve goals. Hard work, resilience and unwavering composure during complex or challenging times, led her to go on to play soccer professionally and to represent the USA. She takes pride in the opportunity to further empower elite athletes in having financial security beyond their athletic careers.
In 2018 Shawn's husband passed away. Through her personal experience becoming an executor to his estate and a widow with three children, she has become extremely passionate about being a resource for widows and widowers. She has deep seated relationships with trusted Lawyers, CPA’s, Estate Planners, Insurance Agents, Real Estate Agents, Social Security Representatives and Grief Counselors.
In life one will experience grief of loss in more ways than just death. Although every situation is unique, the foundation to re-build is constant and rooted in the team of trusted advisors surrounding you. If you or anyone you care about is experiencing a transition due to a death, divorce or simply a change in “the plan”, Shawn can help. Please reach out and schedule an appointment to connect and share your story.
Shawn acknowledges that there are many qualified options when it comes to choosing a financial advisor for you and your family, many of these professionals are her close friends and colleagues. Her commitments to her clients are to listen, communicate, provide excellent customer service and become a trusted resource to help achieve all financial goals.
Shawn is very involved in various support groups and non-profit organizations in the widow community nationally. She enjoys coaching or watching her kids play sports and golfing in her free time.
Arizona State University
Xavier University, MBA
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Bank of America, N.A.
Wealth Management Banking Specialist
Wealth Management Lending Officer
Bank of America, N.A.
We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
We understand that both your life and the financial markets can change over time. By checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
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Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
We put you first, every day.
We will work to help you stay on track, regardless of what the markets are doing.
We get to know you and your family, your financial situation and what matters most to you.
Drawing from our experience and the best thinking of Merrill, together we will design an approach that reflects your unique needs, priorities and financial situation.