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Personalized advice from a dedicated financial advisor.
We get to know you and your family, your financial situation and what matters most to you.
Tune out the noise: Wealth planning for the year ahead
Hear from a panel of experts as they explore how rising interest rates, high inflation and increased volatility are impacting the economy, how family dynamics are changing estate planning and hear some actionable strategies for investors to consider in 2023.
Tune out the noise: Wealth planning for the year ahead
Hear from a panel of experts as they explore how rising interest rates, high inflation and increased volatility are impacting the economy, how family dynamics are changing estate planning and hear some actionable strategies for investors to consider in 2023.
The Shannon Group
Wealth Management GroupView more locations
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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
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 the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Worried about managing future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? With access to the investment insights of Merrill and the banking convenience of Bank of America, we will work with you to develop an approach designed to help address your financial needs.
Approach
We begin every relationship with a conversation, helping you identify and prioritize which goals matter most to you. Whether it's transferring wealth to the next generation, customizing your financial approach to help you pursue your passions, or providing advice and guidance to help you stay informed, we start by listening to learn more about you and your family.
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 help you refine your investing preferences. Together, we can help customize your investment approach. Using an understanding of your priorities and investment personality as a foundation, we help you access the full breadth of resources from Bank of America’s banking products and services and Merrill’s investment insights to address all aspects of your financial life.
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
Our wealth management process begins by getting to know you and understanding your goals. We start by developing a thorough understanding of what you value most, your risk tolerance, time horizon, liquidity needs, and what your goals may be. In our one-on-one discovery meetings with you, we draw on the analytical skills and deep experience of our advisor team to review your portfolio and objectives so that we can work closely together to create a financial approach that helps you pursue your goals.
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. 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
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
Published on January 12, 2023. Rankings based on data as of March 31, 2022.*
Forbes "Top Women Wealth Advisors Best-in-State” 2023
Published on February 2, 2023. Rankings based on data as of September 30, 2022.*
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
Published on January 12, 2023. Rankings based on data as of March 31, 2022.*
Christian A Batcha
Forbes “Best-in-State Wealth Management Teams” 2023
Published on January 12, 2023. Rankings based on data as of March 31, 2022.*
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.
Dena Boyd
Wealth Management Banking Specialist
Merrill
Kristina Gentle
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #484047
Christopher Caradec
Wealth Strategist
Merrill
Upcoming Events
Trenton Thunder vs West Virginia Black Bears
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
Past Events
Outlook 2023: Back to the New Future
March 15th, 2023|4:00 PM - 5:00 PM EST
Please join Marci McGregor and our top industry experts who will share whether the coming year might bring a return to a more promising market as global economies reset. They'll also cover regional insights and potential ways to navigate today's new market landscape. We will end with an open Q & A, so you can ask the questions that are important to you.
Topics will include:
- What a potential recession could mean for the markets
- Dealing with inflation, volatility and other investment risks
- Portfolio strategies and opportunities to consider now
Market Crosscurrents with Derek Harris
March 16th, 2023|4:00 PM - 5:00 PM EST
The Shannon Group and The Kent Mollo Group invite you to join Derek Harris, Head of Global Wealth Management Portfolio and Investment Strategy for Global Research and his Colleague, Justin Devery, Vice President in Global Investment Strategy for a lively discussion on the current market environment.
During this event, Derek and Justin will discuss both the risks and the opportunities in the market by leveraging recent reports from Bank of America’s Research department. As a visual aid, they will feature key tables and charts on the screen to help illustrate their talking points. After their discussion, they are happy to take any and all questions from the field.
To join this call, please Click here to join WebEx
Please log into the WebEx 5 to 10 minutes before the start of the meeting as you will need to register for this event.
Clean Out Your File Cabinets: Bring Us Your Shredding!
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
Create a plan that is all about you.
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.
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
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together we can help you create a financial approach that reflects your personality. Only then can we offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
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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.
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.
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