Shane O'Dell
,
Senior Vice President, Wealth Management Advisor
45 Eglin Parkway
Fort Walton Beach, FL 32548
850.864.6102
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Whatever your personal goals may be, I will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.
Profile

Shane began his career with McGovern, O'Dell & Associates at Merrill Lynch Wealth Management in 2006. He focuses on strengthening existing client relationships, acquiring new clients, corporate retirement income strategies and investment selection. Shane is a CERTIFIED FINANCIAL PLANNER™ CFP® certificant, is a designation awarded by the Certified Financial Planner Board of Standards, Inc. He holds the Chartered Retirement Planning Counselor™, CRPC™ designation. Shane also earned the Certified 401(k) Professional, C(k)P® designation from The Retirement Advisor University at UCLA Anderson School of Management and the Certified Plan Fiduciary Advisor®, CPFA™ designation. In addition, he is a Retirement Benefits Consultant with Merrill.

He graduated from Cazenovia College in Central New York, with a bachelor's degree in business management. Shane served as the 190th Commencement Speaker for the 2015 Cazenovia College graduation ceremony and was inducted into the Caz College Athletics Hall of Fame in 2013. In addition, Shane served on the Board of Trustees for Cazenovia College from 2017-2023. Shane proudly serves as the president of the Dianne L. O'Dell Scholarship Foundation and is very active with many other civic organizations in the community. He resides in Destin, Florida, with his wife, Briane, and their two children, Jax and Avalyn.

Shane was named to Forbes/SHOOK "America’s Top Next-Generation Wealth Advisors" List in 2017 and 2018(Published annually July – Sept. Rankings based on data as of March 31 of current year) and The Forbes "Best-in-State Next Generation Wealth Advisors List in 2019(Published on September 4, 2019. Rankings based on data as of March 31, 2019).

*Forbes “America’s Top Next-Generation Wealth Advisors” list. Opinions provided by SHOOK® Research, LLC considered advisors born in 1984 or later with a minimum 4 years as an advisor. Advisors have built their practices, lead their own teams, joined teams, are considered future leaders, or combinations thereof. Ranking is based on in-person and telephone due-diligence meetings that measure best practices, client retention, industry experience, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion). Shook’s rankings do not reflect all client experiences, endorse any advisor, indicate future performance and are available for client evaluation only. Compensation was not received from anyone for the study. Past performance is no guarantee of future results. Details available at www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC. *2019 Forbes “America’s Top Next-Generation Wealth Advisors Best-in-State” list. Opinions provided by SHOOK® Research, LLC considered advisors born in 1980 or later with a minimum 4 years as an advisor. Advisors have built their practices, lead their own teams, joined teams, are considered future leaders, or combinations thereof. Ranking is based on in-person and telephone due-diligence meetings that measure best practices, client retention, industry experience, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion). Shook’s rankings do not reflect all client experiences, endorse any advisor, indicate future performance and are available for client evaluation only. Compensation was not received from anyone for the study. Past performance is no guarantee of future results. Details available at www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC. 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.

Meet Our Professional Staff
Gina M. Grandal
Officer, Registered Wealth Management Client Associate
850.864.6106
Wendy Kidd
Officer, Registered Senior Wealth Management Client Associate
850.864.6110
Additional Resources
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.
Harvey R Nelson
Wealth Management Banking Specialist
Sarah F Prewitt
Structured Credit Executive
Craig Camp
Market Linked Investments Specialist
About Merrill

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The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Shane O'Dell is registered to do business in AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY.