Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Merrill is proud of our advisors who’ve received recognition from industry publications. We believe they are setting the standard for exemplary client service.
Forbes "Best-in-State Next Generation Wealth Advisors" in 2019
Shannon’s approach to wealth management is balancing risk management with potential reward. She is able to provide clients with an expansive package of financial services. Her goal is to assess your total financial picture and offer an appropriate wealth management strategy to match your needs. This is done by first providing a snapshot of your current situation and then addressing ways to apply your current assets toward future goals. This strategic approach addresses the key components of your financial structure, including personal balance sheet, cash flow and taxes, loans and liabilities, investments, college financing, retirement, long term care financing, and estate strategies.
Shannon is a First Vice President, Wealth Management Advisor, and Senior Portfolio Advisor. She has the CERTIFIED FINANCIAL PLANNER™ certification awarded by the Certified Financial Planner Board of Standards, Inc., and the C(k)P® Certified 401(k) Professional Designation from the Retirement Advisor University, Inc. in collaboration with UCLA Anderson School of Management Executive Education. Additionally, Shannon is a Retirement Benefits Consultant and has the Chartered Retirement Plans Specialist (CRPS®) designations.
Shannon is a specially qualified Senior Portfolio Advisor who, in addition to providing traditional advice and guidance, can draw from her experience to help clients pursue their objectives by building and managing custom investment strategies, selecting from a wide range of Merrill Lynch 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.
Shannon was born and raised in the Seattle area, and received a Bachelor of Arts degree in both Psychology and Sociology from Pepperdine University in Malibu, California. Upon graduating in 2004, Shannon relocated back to Seattle and immediately began her career at Merrill Lynch. She lives in Mercer Island with her husband. As a Wealth Management Advisor, her areas of concentration include corporate retirement plans, individual retirement and wealth management strategies, cash flow, and liability management.
*Neither Merrill Lynch nor its Financial Advisors provide tax, accounting or legal advice. Clients should review any planned financial transactions or arrangements that may have tax, accounting or legal implications with their personal professional advisors.
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.
Forbes "Best-in-State Next Generation Wealth Advisors"
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.
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.