Shannon Strickland

First Vice President, Wealth Management Advisor
6751 Old Jacksonville Hwy
Tyler TX 75703
(903) 535.4760
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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 STRICKLAND is a Wealth Management Advisor and First Vice President who joined Merrill in 1998 and has been in the financial industry for 35 years. Shannon is a CFP® certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc., and a graduate of the University of Texas at Tyler with a Bachelors Degree in Business Administration. Shannon works closely with high-net-worth individuals, helping them to identify their financial needs and goals. He assists these individuals in managing their financial resources by developing and presenting clients with in-depth wealth management strategies. He also helps prepare them to pass on their financial resources in a tax-efficient manner.

Shannon lives in rural Bullard Texas with his two heelers, Junior and Sonny.

About Me
Philosophy

Communication is instrumental to managing life's challenges. That's why I work to engage you and your family in the financial decision-making process. Communicating openly with family members on the sometimes-difficult subject of wealth can be a challenge. I can help facilitate these discussions and offer personalized financial strategies designed to educate the younger generation about how assets may be invested.

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.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Shannon Strickland is registered to do business in AL, AR, AZ, CA, CO, DC, DE, FL, GA, ID, IN, KS, LA, MO, NC, NJ, NM, NY, OH, OK, OR, PR, SD, TN, TX, WA, WI.