Molly Shaughnessy

Originally from Syracuse, New York, Molly began her career at Merrill in New York City after earning her degree in Economics from St. John’s University, where she also minored in Political Science and International Studies. She holds the Chartered Retirement Planning Counselor™, CRPC™ designation and brings a deep understanding of the financial challenges and opportunities facing high-net-worth individuals. Molly provides a consistent, yet highly personalized wealth management experience designed to bring clarity to complex financial decisions. Her approach goes beyond investment management, focusing on integrating all aspects of a client’s financial life from retirement and estate planning to tax efficiency and philanthropic strategies.

Outside of work, Molly enjoys traveling, staying active through running and yoga, and spending time with friends and family. She’s passionate about exploring new cultures and cuisines, and she’s always up for a good book or a weekend hike.