Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Shankar is celebrating 25 years with Merrill Lynch. Since joining the firm in 1993 and joining his best friend (and best man), Mark Verschuur, to form the group, Shankar has never looked back. Instead, Shankar has helped clients look forward – to goals that typically reflect their love of family and concern for the greater good.
In recognition of his stature among an affluent clientele and industry professionals, Shankar was named to Forbes "Best-in-State Wealth Advisors” List in 2018*.
Shankar’s rigorous industry training allows him to serve clients as their needs change and lives evolve. He is a CERTIFIED FINANCIAL PLANNER™ certificant, a designation awarded by the Certified Financial Planner Board of Standards.
Given his reputation for thought leadership and clear communications, Shankar was a firm-approved media representative for nine years – making regular appearances on local network radio and television affiliates, and being featured in a variety of print publications, including Merrill Lynch's Advisor Magazine. Among the topics he discussed were managing market volatility (financially and emotionally), staying focused on long-term investment outcomes, the benefits of tax minimization and estate planning strategies, and the importance of goals-based planning (before the expression was in vogue).
Shankar’s areas of focus include portfolio management, retirement planning, and legacy and philanthropic planning. To help ensure that the needs of all stakeholders are represented, Shankar often conducts “family summits” in which two and three generations of client families are invited and participate.
Born in Chicago and raised in its western suburbs, Shankar graduated from the University of Wisconsin, Madison. Today, he resides in the Lakeview neighborhood of Chicago with his wife, Renee, and their two children. Outside of the office, Shankar shares his passions with his family – traveling, playing tennis, boating up in Wisconsin, enjoying live music and snowboarding out west. Shankar is also actively involved in fundraising efforts that support Chicago-based Spark Ventures, and The Shelby Goldstein Memorial School (which feeds and educates more than 300 orphans in Zambia, Africa).
*Neither Merrill Lynch nor any of its affiliates or financial advisors provide legal, tax or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
*Source: Forbes "Best-in-State Wealth Advisors" list, February 2018. For more information about the selection criteria, go to http://details-he.re/UbRCGT. Forbes is a trademark of Forbes Media LLC. All rights reserved. These rankings and ratings are not representative nor indicative of any one client's experience, future performance, or investment outcome.
*Certified Financial Planner Board of Standards, Inc. owns the certification marks CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP® Board’s initial and ongoing certification requirements.
University of Wisconsin - Madison
Forbes' "America's Top State-by-State Advisors"
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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.
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 strategy, our goal is to help give you peace of mind* that you're on track to help achieve what's most important to you.
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*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
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