Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Shannon's approach focuses on providing the highest quality of personalized service by taking the time to understand each client's unique financial situation. The foundation of her practice is built on integrity, attention to detail, compassion and efficiency. She understands that every individual and family have goals and she is committed to creating strategies that will achieve these goals based on time horizon and risk personality. Shannon is a strong believer in impact investing and enjoys educating her clients on the benefits of values based investing.
Prior to entering the financial industry Shannon worked at a family owned company as a real estate agent. During this time she learned invaluable lessons and was able to develop an understanding of finances due to her large part in helping clients through the mortgage process. She quickly determined that she had a passion for helping others achieve financial freedom which prompted her to seek a career with Merrill.
Shannon graduated from the University of Massachusetts, Amherst with a Bachelor's Degree in Economics and a minor in Psychology. Outside of work her favorite hobby is traveling which was sparked by her grandparents who always encouraged her to explore new parts of the world. Shannon has visited 30 countries and counting, spending extensive time working in Asia and studying in Europe.
*Impact investing and/or Environmental Social Governance (ESG) investing has certain risks based on the fact that ESG criteria excludes securities of certain issuers for nonfinancial reasons and therefore, investors may forgo some market opportunities and the universe of investments available will be smaller.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
University of Massachusetts
University of Colorado Boulder
Universitat Autonoma de Barcelona
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.
Supported by the global resources of Merrill, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
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.
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 periodically 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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Your advisor is a click away within our site or mobile apps
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I believe it’s important that you seek the advice and guidance of an experienced financial advisor who can thoughtfully analyze your situation, work with you to identify potential solutions that address your needs, and clearly communicate them to you. I want to work with you to develop your wealth management approach for the future.
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 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.
We will work to help you stay on track, regardless of what the markets are doing.