Personalized advice from a dedicated financial advisor.
We get to know you and your family, your financial situation and what matters most to you.
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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.
We believe in including the entire family in our process. Our financial advisors work to engage families in the financial decision-making process. We look for opportunities to educate the younger generation about investing, and we often facilitate family wealth discussions that may be difficult for clients to initiate on their own.
Working with us means working with advisors truly dedicated to your success. Our approach is simple, transparent and supported by thoughtful investment guidance.
We believe clients realize the full value of our relationship, including:
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.
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.
Our process is designed to help deliver a customized, consistent experience to assist clients not only in wealth accumulation and preservation, but in areas that go beyond investments. Our ability to provide access to the investment insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience and lending solutions of Bank of America offers a way to help clients manage all of the pieces of their financial lives. We view ourselves as a financial resource, helping clients with potential solutions for transferring wealth to the younger generation.
Trust and fiduciary services are provided by Bank of America Private Bank, a division of Bank of America, N.A., Member FDIC, and a wholly owned subsidiary of Bank of America Corporation (“BofA Corp.”).
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. So whether you’re planning your retirement, saving to buy a home or fund a child’s education, we start by getting to know you and how you feel about the following seven life priorities.
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.
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.
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.
Wealth Management Banking Specialist
Merrill
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #484047
Wealth Strategist
Merrill
Picnic Area, Trenton Thunder Stadium, Trenton, NJ 08611
June 11th, 2023|1:00 PM EST
You're invited to a special event: We are hosting an afternoon at the ballpark.
The Shannon Group and The Kent Mollo Group, along with our families, invite you to a baseball game.
We would love for you to join us!
To reserve your place today or for more information:
Call Michelle Bowman at 609-243-7913 or email michelle.bowman@ml.com by June 1, 2023
Merrill Lynch, 7 Roszel Road, Princeton, NJ 08540
April 22nd, 2023|9:00 AM - 12:00 PM EST
Please join us!
Tax season is behind us; It is time to throw out unnecessary paperwork.
The Kent Mollo Group and the Shannon Group invite you to join us for coffee and doughnuts on Saturday, April 22, 2023.
We will have shredding bins available in the lobby of our office on 7 Roszel Road, Princeton NJ.
Reservations required. RSVP to Maria Artemiou at 609.243.6830 or email KentMolloGroup@ml.com
Season 52, 3535 US Highway 1, Suite 100B, Princeton, NJ 08540
May 3rd, 2023|6:00 PM EST
The Family Love Letter - A Gift for the Ones You Love: A Sound Financial Future
Establishing plans to provide a sound future for your loved ones is an important part of any well-rounded legacy plan. Creating a Family Love Letter can help you have a sensitive conversations with your family about preserving, protecting and transferring the legacy you will one day leave behind.
Please join The Kent Mollo Group and The Shannon Group with our guest speaker from Neuberger Berman for a discussion on how to give this "gift" to our family.
To reserve your seat today please call Maria Artemiou at 609.243.6830 or email KentMolloGroup@ml.com by April 26, 2023. Seating is limited.
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.
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.
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.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
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
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.
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.
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.
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 AdvisorTM
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.
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