Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Upon graduating from law school, Shannon began a unique and distinguished professional career with the United States Treasury Department as a Secret Service Special Agent, responsible for conducting financial fraud investigations. With a true zeal for financial analysis and a desire to be closely associated with global equity markets, he spent several years working alongside and protecting former U.S. Treasury Secretaries John Snow and Henry "Hank" Paulson. With nearly ten years dedicated government service, Shannon served faithfully and honorably under both the Clinton and Bush presidential administrations. To broaden his financial experience, Shannon worked as a manager for a national retail/commercial banking center, where he was responsible for account management and client acquisition. Joining Merrill Lynch Wealth Management in 2012, Shannon has a consistent track record of solving difficult and complex issues.
Shannon utilizes his professional experience to help simplify the financial complexity in the lives of clients. By understanding clients' goals and objectives, analyzing time-sensitive market data, designing income generating investment strategies and strategically minimizing tax liabilities, he provides the clear and intellectually-sound financial advice clients desire.
As a Merrill Lynch Financial Advisor, Shannon helps individuals, executives and business owners plan for retirement, finance educational aspirations and successfully preserve and transfer generational wealth. With a focus on trust and estate planning issues, tax efficient investment strategies and strategic asset allocation, he guides clients through each phase of their financial lives. He believes investors have the right to feel secure about their financial future and confident in the advisor who will get them there.
Shannon believes wealth management begins and ends with honesty and integrity. His philosophy is simple, "give clients the comfort they desire with sound investment advice and cultivate an enduring relationship built on the principles of trust and ethics, while helping them maximize the growth of their financial portfolio."
As a native of Columbia, South Carolina, Shannon began his professional career at the World Trade Center in New York City before eventually relocating to Washington, DC. Returning to New York in 2016, Shannon currently resides in Long Island, NY. He is a graduate of Wake Forest University (Winston-Salem, NC) where he received his Bachelor of Arts and a graduate of the University of South Carolina Law School (Columbia, SC) where he received his Juris Doctorate. In his spare time, Shannon enjoys spending time with family, playing chess, traveling to foreign countries and gourmet cooking. When he is not at work, you may find him attempting to recreate a five-star recipe from the pages of Epicurious, Food Network or Bon Appétit.
*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions. *Asset allocation does not ensure a profit or protect against loss in declining markets.
University of South Carolina School of Law
Wake Forest University
Learn about the MyMerrill Mobile App.
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.
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.
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.
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
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I 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.
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.
We get to know you and your family, your financial situation and what matters most to you.
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.
We will work to help you stay on track, regardless of what the markets are doing.