Planning for healthcare expenses now and in the future
- Long-term Care Insurance3
- Health Savings Account2
- Disability Insurance3
Watch experts answer key questions to help you prepare for rising costs and game-changing innovations in our healthcare system.
Since beginning his career in the financial services industry in 1995, Shane has been known for the methodical and disciplined approach he takes in getting to know each individual, family and organization with whom he works. His attention to detail allows Shane to help his clients to formulate realistic goals and objectives, and custom tailor a plan that is truly unique to each and every client. Helping those who have entrusted to him their hard earned assets is a responsibility like no other, and helping those very people achieve financial freedom is his driving force every day. Shane has earned the designation of Accredited Asset Management Specialist from the College for Financial Planning.
Community service is extremely important to Shane. He has been a Volunteer Firefighter since 1994, currently spending in excess of 500 hours annually training and responding to the needs of the community. He is past Lieutenant and Treasurer, and has been on the Board of Directors of his fire company for the past 5 years. Shane is a member of the Board of Trustees at Brown School in Schenectady, NY, is a past member of the Mayor’s Business Development Council, City of Glens Falls as well as a member of the Glens Falls Kiwanis Club. When he is not in the office or volunteering, Shane enjoys a wide variety of outdoor activities with his son Blake including: boating, fishing, shooting, motorcycling, snowmobiling, car and boat racing among others. An honors graduate of Clarkson University, Shane is a Life Member of Alpha Kappa Psi professional fraternity and Sigma Phi Epsilon social fraternity. Shane and his son Blake reside in Niskayuna, NY.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
Montclair Kimberley Academy
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 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 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.
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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.
We will work to help you stay on track, regardless of what the markets are doing.
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.