Shannon, Baize & Associates is part of Merrill Lynch Wealth Management. The team works with high-net-worth clients to help preserve, grow and sustain their desired lifestyle through retirement. The group recognizes that constructing efficient wealth plans will give clients confidence in their future. They understand that the accumulation and preservation of wealth is unique to the individual and tailor a strategy to each client. They take the time to listen and educate clients about their choices, fostering long-term relationships that extend beyond the individual to their families.
Shannon, Baize & Associates has an administrative staff that joins them in their commitment to deliver the highest level of service and integrity. Client relationships are leveraged through a wide range of preferred products and services through Merrill Lynch Wealth Management and the banking convenience of Bank of America, N.A. The team appreciates the trust that is placed with them and conducts timely reviews and proactive discussions on current economic and social issues.
We believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Calculating how to manage future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? It all starts with a plan intended to help you manage, grow, and preserve your wealth today, while also considering the impact it can have for years to come. With access to the investment insights of Merrill and banking solutions from Bank of America, We will work with you to develop an approach designed to help address your financial needs.
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.
