Shannon, Baize & Associates

Merrill Lynch Wealth Management

400 Chesterfield Centre
Suite 200
Chesterfield, MO 63017
(636) 537-4535
Learn more about an advisor's background on
Whatever your personal goals may be, we will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.
Shannon, Baize & Associates
Merrill Lynch Wealth Management
Welcome

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.

Recognition
Shannon, Baize & Associates
Forbes "Best-in-State Wealth Management Teams", 2023-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
About Us
Philosophy

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.

Meet Our Team
Alex Shannon
Senior Vice President, Senior Financial Advisor
636.537.4535
Matthew Shannon,

ChFC®, CPFA™, CRPC™

First Vice President, Financial Advisor
636.537.4506
Marie Catherine Baize,

ChFC®

Vice President, Wealth Management Advisor
636.537.4513
Monica L Small
Officer, Wealth Management Client Associate
636.537.4554
Kristina Shannon
Wealth Management Client Associate
636.537.4529
Matthew J Shannon,

ChFC®, CPFA™, CRPC™

First Vice President, Financial Advisor
636.537.4506
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Cynthia Kriss
Wealth Management Banking Specialist
Merrill
About Merrill

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.

Sign Up for Perspectives Monthly E-Newsletter
Get the latest investment insights, tips and strategies to help you live your best financial life
Sign Up
Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.