Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
For over 15 years Shawn has strived to distinguish himself from his competitors by focusing on providing a high level of personalized attention, proactive client service and value added assistance. Often quoted as saying, “investments are the easy part”, Shawn really believes that to be true and, consequently, focuses his efforts on thoroughly understanding a client’s needs, wants and priorities in an effort to help them pursue their goals. Shawn has worked with senior corporate executives, attorney’s, business owners and professional athletes to provide estate planning services, tax minimization strategies, retirement income planning, concentrated stock strategies, residential and securities based lending and much more.
Over his career Shawn has worked at some of the largest financial institutions on the planet including a previous stint at Merrill. Prior to re-joining Merrill Lynch Wealth Management Shawn was the Chief Investment Officer & Senior Portfolio Manager for ABMM Financial. While there he founded and built their investment arm, ABMM Capital. His direct responsibilities included the development and implementation of their fee-based investment management platform, the investment framework and market strategy for all of ABMM Financials and ABMM Capitals investment programs and their boutique discretionary portfolios. Additionally, he developed, implemented and oversaw their life insurance and annuity platform in partnership with an outside BDA. Mr. Hanna graduated in 1991 from Radford University with a B.B.A. and earned the Chartered Retirement Planning Counselor℠ (CRPC®) designation in 2007 from The College for Financial Planning.
Shawn is a specially qualified Senior Portfolio Advisor who, in addition to providing traditional advice and guidance, can draw from his experience to help clients pursue their objectives by building and managing custom investment strategies, selecting from a wide range of Merrill Lynch Wealth Management model portfolios and third-party investment strategies. When servicing clients through the firm’s Investment Advisory Program, a Senior Portfolio Advisor may manage those strategies on a discretionary basis.
Shawn is an active member of his community and serves on the Board of Directors for The Downtown Westfield Corporation, a not-for-profit organization that is tasked with marketing downtown Westfield to residents and non-residents of Westfield New Jersey. Additionally, he is a Trustee and the President of The College Men’s Club of Westfield, a 501(c)(3) not-for-profit, all-volunteer organization that provides college scholarships to deserving high school senior boys in Westfield New Jersey. Originally from Virginia, Shawn lives in Westfield New Jersey with his wife, Tracy and their three children.
Community involvement is an integral part of how we interact with clients and communities. We are enthusiastically involved with volunteering and fundraising for organizations such as The College Men's Club of Westfield . Let us show you how our professionalism and dedicated client service could benefit you and your family. Contact us at your earliest convenience.
Our experts examine the forces that are changing the world – and how they may impact your life
Supported by the global resources of Merrill, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
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.
Wealth Management Lending Officer NMLS # 207281
We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from 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.
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.
MyMerrill is your online and mobile destination for access to your financial information, secure communications, and a robust offering of tools and capabilities
It’s easy to seamlessly integrate your Merrill Wealth Management and Bank of America banking accounts online and through our mobile apps with a single click
You can manage account security with our customizable security capabilities such as Face ID/Touch ID, one time passcode and other security features
Your advisor is a click away through our Secure Inbox and texting application
Access to your complete financial life is available with Spending & Budgeting, integrating your Merrill and Bank of America activity into a powerful tool to track your expenses and income
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.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.
We put you first, every day.
Getting to know you is our primary goal.
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.