Shannon Cullinane
Shannon Q. Cullinane is a Financial Advisor with the LM Group at Merrill Lynch Wealth Management, supporting individuals and families nationwide from offices in Boston, Wellesley, and Denver. Since beginning her financial services career in 2019, she brings experience in working with ultra‑high net worth clients and partnering with asset managers. Shannon holds a Bachelor of Arts from Westfield State University.
Shannon leads with a relationship first philosophy rooted in trust, transparency, and clear communication. On the team, she focuses on working with high‑earning millennials, growing families, and clients navigating key life transitions such as retirement.
She partners closely with clients through a structured planning process that focuses on cash‑flow analysis, tax‑aware investment selection, retirement readiness, and smart borrowing strategies. Her approach is designed to bring clarity and confidence to clients’ financial lives while aligning their long term goals with thoughtful, personalized strategies.
Known for her calm demeanor and ability to simplify complex financial topics, Shannon helps clients feel supported in every decision. Through her practice, clients gain access to dedicated Wealth Management specialists for banking, credit, home‑financing needs, and small‑business solutions.
Shannon is active in her community, volunteering with the Expect Miracles Foundation to support cancer research and grant relief. She also serves on the Leadership Board of the Beacon Hill Women’s Forum, fostering connection and professional support for women in the Boston area. Outside of work, Shannon enjoys live music, traveling, and spending time with her loved ones.
Shannon holds the FINRA Series 7 and 66 registrations.
*NMLS ID 2532918
*Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.
My approach to investing is grounded in an understanding of you. It all begins with a conversation. I will take the time to get to know you, your children's' names, how hard you worked to get where you are and how you define success. I'll work together with you to help understand your personal investment style, prioritize your goals and build an individualized plan that reflects your needs. As an investor you can benefit from the investment insights of Merrill, along with access to trust and fiduciary services from Bank of America Private Bank and credit and lending solutions from Bank of America. There's only one financial approach that really matters...yours.
Bringing fresh perspectives to your financial life
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.
