Shane O'Dell

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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 "Best-in-State Wealth Advisors" List in 2024 & 2023. In addition, as a Partner with McGovern, O'Dell & Associates they were named to the Forbes "Best-in-State Wealth Management Teams" List in 2024 & 2023. Prior to that he 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.