Shannon has been a part of the financial services industry since 1995 and joined Merrill Lynch Wealth Management in 2011. He focuses on clients' goals and concerns, offering the goals-based wealth management process, global resources and up-to-the-moment Web technology that complement his ability to help clients pursue the financial lifestyle that is most meaningful to them.

Shannon is a problem solver who works to simplify high net worth clients' financial lives. He assists clients, their families, and businesses in understanding the range of priorities and strategies-including estate planning services, investments, wealth transfer and retirement income-that may be customized to fit their personal circumstances and their own unique feelings and attitudes. He is also a firm believer in paying close attention to both sides of a client's balance sheet, which is why he offers access to a Bank of America Wealth Management Lending Officer, who can draw upon an expansive array of home financing solutions designed to fit into your overall financial strategy and help you pursue your financial objectives. He works hard to gain clients' trust and is committed to helping optimize their resources so they can make the most of what they have.

Shannon has a Bachelor's Degree in Business Administration from McNeese State University with a major in Accounting. He worked in public accounting for six years prior to entering the financial services industry and maintains his CPA license. He has served on many church committees at Crestwood Baptist Church and other charitable organizations and coached youth sports for twenty years. He and his wife, Shelia, live in Lumberton, Texas with their four daughters.


*The Wealth Management Lending Officer does not offer investment advice, nor make recommendations on investment products. (NMLS#805710) *Shannon does not provide tax advice in his current role with Merrill.