Mary joined Merrill Lynch Wealth Management and The Shannon Group in 2001. Mary has achieved the CERTIFIED FINANCIAL PLANNER™ certification awarded by the Certified Financial Planner Board of Standards, Inc. Additionally, she is a Certified Divorce Financial Analyst professional and a Chartered Retirement Planning Counselor designee. Mary was named to the Forbes "America’s Top Women Wealth Advisors" list in 2020* (published on February 4, 2022. Rankings based on data as of Sept 30, 2021), Forbes "Best-in-State Wealth Advisors" list in 2018 and 2019**(published annually Aug - Sept. Rankings based on data as of March 31 of current year), and Working Mother/SHOOK Research’s "Top Wealth Adviser Moms" in 2017, 2018, 2019 and 2020***(published annually Sept - Oct. Rankings based on data as of Mar 31 of current year.) She is the Resident Director in Jenkintown, PA. Prior to Merrill, she worked at Bloomberg L.P and SG Cowen. Mary graduated from Dickinson College. Mary resides with her husband and team member, Christian, sons, Connor and Ryan, and daughter, Cate, in Pennington, New Jersey.

*Source: The Forbes “America’s Top Women Wealth Advisors” list, published on February 4, 2022. Rankings based on data as of Sept 30, 2021. 

Data provided by SHOOK® Research, LLC. Forbes.com America’s Top Women Advisors ranking was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client impact, industry experience, review of best practices and compliance records, firm nominations; and quantitative criteria, including: 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. 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 annually Aug - Sept. Rankings based on data as of March 31 of current year.

Data provided by SHOOK® Research, LLC. Forbes “Best-in-State 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: Working Mother/SHOOK Research’s “Top Wealth Advisor Moms” list, published annually Sept - Oct. Rankings based on data asof Mar 31 of current year.

Data provided by SHOOK® Research, LLC. SHOOK Research considered women advisors with children living at home under 21 years of age. The ranking algorithm is based on qualitative measures derived from telephone and in-person interviews and surveys: service models, investing process, client retention, industry experience, review of compliance records, firm nominations, etc.; 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 SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Rankings and recognition from Working Mother/SHOOK Research 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. Neither SHOOK nor Working Mother receives compensation from the advisors or their firms in exchange for placement on a ranking. SHOOK Research is a trademark of SHOOK Research, LLC. All rights reserved.

Xavier joined Merrill Lynch Wealth Management and The Shannon Group in 2006. Xavier has achieved the CERTIFIED FINANCIAL PLANNER™ certification awarded by the Certified Financial Planner Board of Standards, Inc. He has also earned a designation as a Chartered Retirement Planning Counselor. Prior to Merrill, he gained financial services experience in Annapolis, Md., working for Legg Mason and Smith Barney. Xavier graduated from The University of Maryland, College Park. He is currently a member of the Board of Trustees of the Naval Academy Primary School in Annapolis, MD. Xavier lives in Annapolis, MD, with his wife, Sarah, and three children, Quint, Coco and Trux.

Christian joined Merrill Lynch Wealth Management and The Shannon Group in 2017. Christian has achieved the CERTIFIED FINANCIAL PLANNER™ certification awarded by the Certified Financial Planner Board of Standards, Inc. He spent 17 years as an equity trader with Bank of New York and Mirae Asset and 4 years in risk and audit at BlackRock. Christian grew up in Pennington, New Jersey and attended Princeton Day School. He graduated from Lehigh University with a bachelor’s degree in Finance. Christian and Mary live in Pennington with their 3 children.