Shannon Soileau
,
Senior Vice President, Wealth Management Advisor
7675 Folsom Dr
Beaumont, TX 77706
409.899.0117
Learn more about an advisor's background on
Whatever your personal goals may be, I will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.
Profile

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.
   

About Me
Welcome

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.

Meet Our Professional Staff
Rebecca DeMartino
Assistant Vice President, Wealth Management Associate
409.899.0129
Sharon K Kemp
Officer, Registered Senior Wealth Management Client Associate
409.899.0160
Sarah Lohr
Officer, Wealth Management Client Associate
409.899.0150
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.
Shannon Soileau is registered to do business in AR, CA, CO, FL, GA, KY, LA, ME, MN, MS, NC, NJ, NM, NY, OH, OK, SC, TN, TX, VA, WV.