Sheena is a native of Scotland who has lived most of her adult life in Tennessee.
She has been a Vice President and Wealth Management Advisor at Merrill Lynch Wealth Management in Knoxville Tennessee for many years after working in London UK as an Investment Analyst. Sheena draws upon decades of deep financial experience to formulate wealth management strategies for clients and help them understand the importance of staying disciplined – even when market volatility may create short-term bumps in their long-term strategy.
Sheena is very involved in the community. She is currently on the board of the Knoxville Symphony, the Knoxville Jazz Orchestra, Marble City Opera, and the Knoxville Opera. Previously she has been on the board of the Knoxville Museum of Art, the Helen Ross McNabb Mental Health Center, the UT Clarence Brown Theatre Advisory Board and the UT School of Music Advisory Board.
Sheena is passionate about the Arts and is very proud of Knoxville’s rich artistic culture. When she is not going to concerts and theatre productions, here and around the world, she loves boating on the beautiful Tennessee River.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
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.
