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The Shannon Group

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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.

The Shannon Group

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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

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.

Approach

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:

  • helping you make significant decisions
  • recognizing your life priorities and goals
  • understanding your investment personality
  • 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

Capabilities

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.

Focus On Individuals, Families, and Small Businesses

We can offer advice and guidance designed to assist you in making 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.

  • 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

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 give you a sense of the full assessment and 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.

Recognition

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

Mary S Batcha

Forbes’ “America’s Top Women Wealth Advisors” 2020

Forbes “Best-in-State Wealth Advisors”  2018 and 2019

Working Mother’s “Top Wealth Advisor Moms” 2017, 2018 and 2019

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.

Rakesh Raina

Rakesh Raina

Wealth Management Banking Specialist

Merrill Lynch

Christopher Caradec

Christopher Caradec

Trust Specialist

Bank of America, N.A.

Jason Kessler

Jason Kessler

Wealth Management Lending Officer

Bank of America, N.A.

Past Events

Research Viewpoint with Derek Harris and Tom Hopkins

Register via the following link, https://attendb2b.webex.com/attendb2b/onstage/g.php?MTID=e98c8921a3f0d20528c7d151a4b021a15

October 22nd, 2020|12:00 PM - 12:30 PM EDT

Please join Derek Harris (Head of Wealth Management Portfolios for BofA Research) and his colleague, Tom Hopkins, for a lively discussion on the current market environment. They will discuss both the risks and the opportunities in the market by leveraging recent reports from Bank of America’s world-class Research department. As a visual aid, they will feature key tables and charts on the screen to help illustrate their talking points. In addition to market commentary, they will also discuss how they are actively managing each of the six Research portfolio strategies – Income, Income & Growth, Growth, International, Midcap and Large Cap Defensive. After their discussion, they are happy to take any and all questions from the field.

    Markets Perspectives from Merrill

    For access, please contact Christian Batcha, christian.batcha@ml.com

    October 26th, 2020|12:00 PM - 12:30 PM EST

    Please join us this Wednesday, October 26th at 12:00pm for a market perspectives call with Marci McGregor, Managing Director at Bank of America. During the call Marci will discuss the following topics:

    • Global Market View and Economic Trends
    • Economic Recovery in the U.S.
    • Market Expectations Relative to the COVID-19 Pandemic
    • Economic Impact of the Upcoming Presidential Election and Supreme Court Justice Appointment
    • Portfolio Considerations and Investment Solutions

      Political Discussion and Q&A with Larry Sabato and Jim Carlisle

      Call for access, 215.517.2215

      October 27th, 2020|7:00 PM - 8:00 PM EST

      During this call, please join us for an election discussion with one of the nation’s most respected political analysts, Dr. Larry Sabato and Bank of America’s Public Policy Executive, Jim Carlisle. Dr. Sabato and Mr. Carlisle will cover key topics relating to the election and their ramifications to investors and our country.

        Your Financial Approach

        We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.

        FAMILY
        Taking care of your family and other people in your life
        • Trust & Estate Planning Services4
        • Education Funding1
        • Insurance3
        HEALTH
        Planning for healthcare expenses now and in the future
        • Long-term Care Insurance3
        • Health Savings Account2
        • Disability Insurance3
        HOME
        Upsizing, downsizing, remodeling or buying a vacation home
        • Home Loans2
        • Home Equity Lines of Credit2
        • Securities-Based Lending2
        • Credit Cards2
        WORK
        Working in retirement, selling or starting a business
        • Bank of America Business Banking2
        • Exchange Funds1
        • Concentrated Stock Management1
        • Succession Planning1
        LEISURE
        Spending your free time in meaningful ways
        • Credit Cards2
        • Securities-Based Lending2
        • Structured Lending2
        GIVING
        Volunteering, mentoring others and giving to charities
        • Donor-Advised Funds4
        • Private Foundations4
        • Charitable Trusts4
        FINANCE
        Using your finances to bring it all together
        • Merrill Investment Accounts1
        • Investment Advisory Accounts1
        • Alternative Investments1
        • Exchange-Traded Funds1
        • Mutual Funds1
        • Closed-end Funds1
        • Fixed Income Products1
        • Options1
        • Annuities3
        • Impact Portfolios1
        • Market-Linked Investments1
        • Securities-Based Lending2
        • Margin1
        • Home Loans2
        • Bank of America Checking and Savings Accounts2
        • Credit Cards2
        • Online Account Access1,2

        1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
        2 Banking, mortgage and home equity products offered by Bank of America, N.A.
        3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
        4 Trust and fiduciary services are provided by Bank of America Private Bank.

        Staying on Track

        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 approach, our goal is to help you stay on track to achieve what's most important to you.


        Periodic 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.


          Monitoring 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.

          Wealth Management Your Way

          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.

            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.