Shannon currently holds the Chartered Retirement Planning Counselor^TM designation and works in the Merrill Lynch Wealth Management office in Daytona Beach. She has been in the financial industry for 18 years. Shannon’s mission, first and foremost, is to understand you. To take the time, to ask hard, smart questions and to listen carefully. To understand, in great detail, exactly where your wealth stands today, and where you'd like it to be tomorrow. Her mission then is to design, implement and track a customized wealth management strategy and time-tested investment program that helps enable you and your family to achieve your personal financial goals without undue sacrifice to your lifestyle or unnecessary investment risk. Wealth management isn't merely moving money or chasing temporary gains. It is using wealth to turn goals into reality.

Shannon feels that commitment to the review process and accessibility in-between scheduled reviews are essential components in achieving the desired result with any investment portfolio. Sometimes financial circumstances change or additional opportunities become available. She believes the two-way communications is imperative. Her goal is to become a lifetime resource to those who have entrusted her with their financial well being. In addition, Shannon works closely with clients' other family advisors including attorneys and accountants, to focus on clients' tax minimization strategies, estate and wealth transfer planning strategies to truly be a “valued resource”.
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.