Investing: Where do I even start?

In this #WomenInvested Meet Up, hear tips on how to begin your investing journey – or take it to the next level

Watch now

Investing: Where do I even start?

In this #WomenInvested Meet Up, hear tips on how to begin your investing journey – or take it to the next level

Watch now

Merrill Lynch

The Shannon Group

Wealth Management Group
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Merrill Lynch
Wealth Management

The Shannon Group is a family team dedicated to helping multi-generational families achieve their retirement, education and life goals. As CERTIFIED FINANCIAL PLANNER™ professionals, they take a planning-based approach when advising clients.
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Welcome

The Shannon Group began in 1983 with Mary and Xavier’s father, Frank X. Shannon. Frank had a successful career advising clients to invest their money with purpose. This family team is continuing in his tradition, providing rational and thorough financial advice with exceptional service and personal care.

We take the time to know clients as individuals and investors, and we value the relationships we develop. We can explore the individualized financial goals that are important to clients, and create custom strategies designed to help them pursue each of their goals. We see ourselves as a financial ally for each succeeding generation.

Philosophy

Including the entire family in the financial planning process is important. Our financial advisors can work together with you to engage your family in planning strategies, often helping facilitate family finances discussions that may be difficult for you or other family members to initiate on your own.

Approach

Working with us means working with advisors truly dedicated to helping you pursue your goals. The approach is simple, transparent and supported by thoughtful investment guidance aligned to the goals that matter most to you.

The value of the relationship with you includes:

  • helping you make informed decisions
  • recognizing your life priorities and goals
  • understanding your investment style
  • helping you prioritize and pursue goals
  • being transparent by making possibilities, fees and risks clear
  • taking steps to help you preserve income during a life challenge
  • educating the younger generation about investments and the markets

Your approach to investing

Drawing upon research in the field of behavioral finance, Merrill developed the Investment Personality Assessment to help us get to know you better as an investor and potentially help you refine your own investing preferences. By gaining a deeper understanding of how you think and feel about investing through this assessment, we can customize the financial approach we develop together to help you pursue what matters most to you. Our Investment Personality Assessment is one of the ways to help us get to know you - to understand your goals and priorities. These questions will help us provide you with additional insights and resources.

Understanding your goals and priorities

Your life and goals change. We have tools to help you keep track of these changes so they can be reflected in your financial approach.

Capabilities

Merrill’s process is designed to help deliver a customized, comprehensive experience to assist you not only in wealth accumulation and preservation, but in areas that go beyond investments. Providing you with access to the investment insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking and lending solutions of Bank of America offers a way to help you manage all of the pieces of your financial life. Working one-on-one with a Merrill advisor means you have a single point of contact to help you with potential strategies for transferring wealth to the younger generation.

Focus On Individuals, Families, and Small Businesses

We believe that financial success can be achieved when you’re able to make investment-related decisions and trade-offs that can help you reach personally meaningful goals. Whether you’re planning your retirement, saving to buy a home or funding a child’s education, the process begins by getting to know you and how you feel about the following:

  • Health: Managing healthcare expenses, now and in the future
  • Home: Upsizing, downsizing, remodeling or buying a vacation home
  • Family: Taking care of your family and other people in your life
  • Leisure: Spending your free time in meaningful ways
  • Giving: Volunteering, mentoring others and giving to charities
  • Work: Working in retirement, selling or starting a business
  • Finance: Bringing it all together and defining your financial goals
Success will be measured by the amount of progress you are making toward reaching your goals, making thoughtfully considered adjustments as events and conditions warrant.

This material should be regarded as general or educational information on healthcare or Social Security considerations and is not intended to provide specific healthcare or social security advice. If you have questions regarding your particular situation, please contact your legal or tax advisor.

Recognition

Merrill is proud of our advisors who’ve received recognition from financial industry publications or directly from Bank of America Corporation. We believe they are setting the standard for exemplary client service.

Mary S Batcha

Forbes “Best-in-State Wealth Management Teams” 2023 and 2024
Published annually in January. Rankings based on data as of March 31 of prior year.*

Forbes "Top Women Wealth Advisors Best-in-State” 2022, 2023 and 2024
Published annually in February. Rankings based on data as of Sept 30 of prior year.

Working Mother/SHOOK Research's "Top Wealth Advisor Moms" 2017, 2018, 2019 and 2020
Published annually Sept - Oct. Rankings based on data as of Mar 31 of current year.

Forbes "America's Top Women Wealth Advisors" 2020
Published on April 21, 2020. Rankings based on data as of September 30, 2019.

Forbes "Best-in-State Wealth Advisors" 2018 and 2019
Published annually Jan- April. Rankings based on data as of June 30 of prior year.

F Xavier Shannon IV

Forbes “Best-in-State Wealth Management Teams” 2023 and 2024
Published annually in January. Rankings based on data as of March 31 of prior year.*

Christian A Batcha

Forbes “Best-in-State Wealth Management Teams” 2023 and 2024
Published annually in January. Rankings based on data as of March 31 of prior year.*

Meet Our Team

Supported by the global resources of Merrill, our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.

Additional Resources

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.

Robert Thompson

Wealth Management Banking Specialist

Merrill

Kristina Gentle

Wealth Management Lending Officer

Bank of America, N.A.

NMLS #484047

Christopher Caradec

Wealth Strategies Advisor

Bank of America, N.A.

Upcoming Events

Trenton Thunder vs. Mahoning Valley Scrappers

Captial City Club at Trenton Thunder Stadium, One Thunder Road, Trenton, NJ 08511

June 14th, 2024|6:00 PM EST

We are hosting a special event at the ballpark. The Shannon Group along with our families invite you to a baseball game.

*Please RSVP to Bonnie Apice by June 5, 2024.

    For more information: 609.243.6881 or bonnie.apice@ml.com

    Past Events

    Naval Academy Club Blue Angels Event

    Naval Academy Club, 2 Truxtun Road, Annapolis, MD 21402

    May 22nd, 2024|11:30 AM - 4:30 PM EST

    Please join us to watch the Blue Angels perform. Food and beverages provided at the Naval Academy Club. 

    *Please RSVP to Michelle Bowman by May 13, 2024.

      Staying on Track

      We understand that both your life and the financial markets can change over time. By 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.



      Reviews to help you
      stay on track

      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.



        Changes in your life
        and to your goals

        Your life and goals change. As these changes occur, we can update your approach to reflect them.

        #DigitalMerrill

        MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.

        Your advisor is a click away within our site or mobile apps

        You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features

        Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool

          Let’s Have a Conversation

          We believe there is no substitute for having a relationship with a team of Merrill Lynch Wealth Management Advisors committed to your needs, who can leverage the investment insights of Merrill and offer access to the banking convenience of Bank of America to help clients navigate the financial and economic landscapes. Let’s work together to help you pursue your goals.

          Why Merrill?

          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.


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          We put you first, every day.
          Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch Wealth Management Advisor.

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          Transcript of Video 

          No question too big or moment too small
          For every question you have, every decision you make and every answer you need, we are with you to listen and help guide you along the many paths your life can take. Watch this video to see some questions we can address together.


          The Power of the Right Advisor®
          Working with a dedicated Merrill advisor means you get personalized investment strategies from Merrill plus access to comprehensive financial solutions only Bank of America can deliver.

          Personalized advice from a dedicated financial advisor.

          We get to know you and your family, your financial situation and what matters most to you.

          A comprehensive approach, built around your life’s priorities.

          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.

          Adjusting your investment approach as your life and the markets change.

          We will work to help you stay on track, regardless of what the markets are doing.