Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
450 EAST LAS OLAS BOULEVARD
FORT LAUDERDALE, FL 33301
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Shanta began her career in the financial services industry 10 years ago in Jamaica where she served in multiple roles in retail banking, business banking and wealth management. Having relocated to Florida, she decided to continue her career in giving client’s wealth a purpose.
Shanta offers a customized wealth management approach with the services of a highly resourced organization that centers on her clients. “I want my clients to see me as a trusted advisor who invests in the success of themselves and their families. I hold myself to a high degree of transparency and accountability to preserve the wealth of my clients who have worked hard to earn and to demonstrate my commitment to acting in their best interest every day.”
“My goal is to understand and see my clients’ perspective through their eyes and to transform their values and priorities into short and long term financial objectives.” With the supportive tools and platforms available through Merrill, Shanta takes the time to analyze her client’s entire financial picture. Her focus is to develop personalized strategies that objectively address the goals of each client. “By discussing the things that matter most to families, I am able to understand what they are looking to achieve and figure out the best way to meet those objectives.” The most common types of goals that Shanta uncovers when working with high-net worth clientele include: Financial Guidance, Education Funding, Retirement Management, Trust and Estate Planning services, Legacy and Philanthropy implementation and Tax-Minimization strategies.
Given the volatile nature of today’s markets, Shanta’s disciplined investment process is designed to remove short-term guesswork and replace it with calculated, research-driven analytics. By utilizing world-class research, and tapping into a network of premiere specialists at Bank of America and Merrill, Shanta is able to deliver optimal service that puts the client before all else.
Shanta also offers access to extensive lending capabilities, as well as home financing (NMLS#1876403) and lines of credit through Bank of America N.A.
Shanta holds a Bachelor's Degree in Business Management Studies from The University of West Indies. She currently resides in Hallandale Beach. When she isn't spending her free time with her family, she enjoys cooking Jamaican dishes, traveling, enjoying sunny days at the beach and taking impromptu road trips.
University of West Indies
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Wealth Management Banking Specialist
Wealth Management Lending Officer, NMLS #1204075
We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from 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.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
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We will work to help you stay on track, regardless of what the markets are doing.