Profile

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.

*Source: The Forbes “Top Next-Generation Wealth Advisors” list, published annually July - Sept. Rankings based on data as of March 31 of current year.
Data provided by SHOOK® Research, LLC. Forbes “Top Next Generation Wealth Advisors” ranking. SHOOK considered advisors born in 1983 or later with a minimum 4 years as an advisor. Advisors have: built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. Ranking algorithm is based on qualitative measures: telephone and in-person interviews to measure best practices, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of Forbes and not representative nor indicative of any one client’s experience, future performance, or investment outcome and should not be construed as an endorsement of the advisor. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC

*Source: The Forbes “Best-in-State Next-Generation Wealth Advisors” list, published on September 4, 2019. Rankings based on data as of March 31, 2019.
Forbes “Best-in-State Next-Generation Wealth Advisors” list was developed by SHOOK Research. Advisors considered for this ranking were born in 1980 or later with a minimum 4 years relevant experience; advisors have: built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. Ranking algorithm is based on qualitative measures: telephone and in-person interviews, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criteria because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not representative nor indicative of any one client’s experience, future performance, or investment outcome. Neither Forbes nor SHOOK Research receives compensation in exchange for placement on the ranking. Forbes is a trademark of Forbes Media LLC. All rights reserved. Rankings and recognition from Forbes are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results and such rankings should not be construed as an endorsement of the advisor.

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.