Shannon Cullinane
My name is Shannon Cullinane, and I’m a Financial Advisor. I work with individuals and families across the country who are ready to take their financial lives seriously and seek an intentional, long-term plan. I lead with a relationship first approach, believing trust and connection are just as important as investment management strategy. With my several years of experience working with high earners with complex needs, I combine strategic portfolio selection and tax-aware planning to create customized wealth strategies. Whether you are navigating market swings or mapping out your next chapter, I am here to offer steady guidance, reassure, and a strategy that evolves with your life. Together we can access your dedicated Wealth Management specialists for banking, credit, home financing and small business solutions to achieve your goals and financial needs.
I spend time volunteering with the Expect Miracles Foundation which supports individuals battling cancer and cancer research. In my personal time, I enjoy live music, spending time with loved ones, and traveling.
*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.
