Shannon Smith
,
Senior Vice President, Wealth Management Advisor
NMLS #526702
401 Union St
Seattle, WA 98101
206.715.8209
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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’s approach to wealth management is balancing risk management with potential reward.  She is able to provide clients with an expansive package of financial services.  Her goal is to assess your total financial picture and offer an appropriate wealth management strategy to match your needs.  This is done by first providing a snapshot of your current situation and then addressing ways to apply your current assets toward future goals. This strategic approach addresses the key components of your financial structure, including personal balance sheet, cash flow and taxes, loans and liabilities, investments, college financing, retirement, long term care financing, and estate strategies.

Shannon is a Senior Vice President, Wealth Management Advisor, and Portfolio Manager.  She has the CERTIFIED FINANCIAL PLANNER certification awarded by the Certified Financial Planner Board of Standards, Inc., and the C(k)P® Certified 401(k) Professional Designation from the Retirement Advisor University, Inc. in collaboration with UCLA Anderson School of Management Executive Education. Additionally, Shannon is a Retirement Benefits Consultant and has the Chartered Retirement Plans Specialist, CRPS® designations.

Shannon is a specially qualified Portfolio Manager that can help clients pursue their objectives by managing on a discretionary basis her own Personalized or Defined Strategies, which may incorporate individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment strategies. 

Shannon was born and raised in the Seattle area, and received a Bachelor of Arts degree in both Psychology and Sociology from Pepperdine University in Malibu, California. Upon graduating in 2004, Shannon relocated back to Seattle and immediately began her career at Merrill. She lives in Mercer Island with her husband and three children. As a Wealth Management Advisor, her areas of concentration include corporate retirement plans, individual retirement and wealth management strategies, cash flow, and liability management.


*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.


I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.

Recognition
Forbes "America’s Top Women Wealth Advisors Best-in-State", 2023
(Published on February 2, 2023. Rankings based on data as of Sept 30, 2022.)
Forbes "Best-in-State Next Generation Wealth Advisors", 2019
(Published on September 4, 2019. Rankings based on data as of March 31, 2019.)
Click here to learn more about advisor recognitions
Meet Our Professional Staff
Karen Vance
Registered Senior Wealth Management Client Associate
206.464.8599
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.
Ryan Osburn
Senior Wealth Management Lending Officer
Bank of America, N.A.
NMLS #432311
Nissrine El Hamouche
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.

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C(k)P® is a registered trademark of The Retirement Advisor University, Inc.
CRPC™ and Chartered Retirement Planning Counselor™ and CRPS™ and Chartered Retirement Plans Specialist™ are registered service marks of the College for Financial Planning.
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 Smith is registered to do business in AZ, CA, CO, DE, FL, ID, LA, MA, MT, NC, NJ, NM, NV, NY, OR, PA, TX, VA, WA.