Shamrock Munoz

Shamrock Munoz is a Financial Advisor who works closely with professionals, business owners, and multigenerational families to help them navigate wealth with clarity and purpose. His planning process is designed to align investments with clients’ personal values, business goals, and long-term legacy plans—whether they’re building, transitioning, or preserving wealth.

With a decade of experience in the financial services industry, Shamrock began his career in the banking sector before joining Merrill in 2023. His experience in personal finance and financial strategy is rooted in practical experience and enriched by mentorship from veteran advisors.

Shamrock is bilingual in English and Spanish and is passionate about financial education—regularly engaging with local families and small businesses to help strengthen their financial literacy and decision-making. His approach is grounded in trust, transparency, and a deep commitment to client success across generations.