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Forbes "Best-in-State Wealth Advisors" 2023
Published on April 4, 2023. Rankings based on data as of June 30, 2022.
Forbes “Best-in-State Wealth Management Teams” 2023
Published on January 12, 2023. Rankings based on data as of March 31, 2022.*
Forbes "Best-in-State Next-Generation Wealth Advisors 2019
Published on September 4, 2019. Rankings based on data as of March 31, 2019.
Forbes "Top Next-Generation Wealth Advisors" 2017, 2018
Published annually Jul. - Sept. Rankings based on data as of March 31 of current year.
Shane began his career with McGovern, O'Dell & Associates at Merrill Lynch Wealth Management in 2006. He focuses on strengthening existing client relationships, acquiring new clients, corporate retirement income strategies and investment selection. Shane is a CERTIFIED FINANCIAL PLANNER™ certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. He holds the Chartered Retirement Planning Counselor, CRPC designation. Shane also earned the Certified 401(k) Professional, C(k)P® designation from The Retirement Advisor University at UCLA Anderson School of Management and the Certified Plan Fiduciary Advisor CPFA designation.
He graduated from Cazenovia College in Central New York, with a bachelor's degree in business management. Recently, Shane was named to Forbes/SHOOK "America’s Top Next-Generation Wealth Advisors" List in 2017 and 2018(Published annually July – Sept. Rankings based on data as of March 31 of current year) and The Forbes "Best-in-State Next Generation Wealth Advisors List in 2019(Published on September 4, 2019. Rankings based on data as of March 31, 2019). Shane served as the 190th Commencement Speaker for the 2015 Cazenovia College graduation ceremony and was inducted into the Caz College Athletics Hall of Fame in 2013. In addition, Shane currently serves on the Board of Trustees for Cazenovia College. Shane proudly serves as the president of the Dianne L. O'Dell Scholarship Foundation and is very active with many other civic organizations in the community. He resides in Destin, Florida, with his wife, Briane, and their two children, Jax and Avalyn.
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.
English
Cazenovia College
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.
Market Linked Investments Specialist
Bank of America, N.A.
Structured Credit Executive
Bank of America, N.A.
Wealth Management Banking Specialist
Merrill
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