Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
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.
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1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
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 strategy, our goal is to help you stay on track to achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
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*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Merrill Lynch Wealth Management Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
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Drawing from our experience and the best thinking of Merrill, we will build a strategy 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.