Gray Shannahan
Partner at Palmieri & Shannahan | Creating Clarity through Financial Planning
- Role
- Wealth Management Advisor and Partner at Palmieri & Shannahan at Palmieri & Shannahan
- Location
- Baltimore, MD, US
- LinkedIn followers
- 500 followers
Experience
Wealth Management Advisor and Partner at Palmieri & Shannahan
Jan 2010 — Present · Baltimore, MD, US
Gray specializes in working with families, individuals, and small business owners between the ages of 35 and 65 who work in professions such as medicine, finance, accounting, engineering, and law. The one thing that all of Gray’s clients have in common is that they have a big vision for their futures and value Gray’s sound advice, professionalism, and holistic planning philosophy.
Education
Gunston Day School
High School
2001 — 2005
Loyola University Maryland
BBA, Business, Marketing
2005 — 2009
Skills
- Investments
- Retirement
- Strategic Financial Planning
- Asset Allocation
- Mutual Funds
- Wealth Management
- Financial Modeling
- Fixed Annuities
- Financial Planning
- Series 7
- Financial Analysis
- Retirement Planning
- Securities
- Insurance
- Portfolio Management
- Series 63
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