Gray Shannahan

Wealth Management Advisor and Partner at Palmieri & Shannahan @Palmieri & Shannahan

Baltimore, MD, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jan 2010 — Present

Wealth Management Advisor and Partner at Palmieri & Shannahan @Palmieri & Shannahan

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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

2001 — 2005

Gunston Day School

High School

2005 — 2009

Loyola University Maryland

BBA, Business, Marketing

SKILLS

InvestmentsRetirementStrategic Financial PlanningAsset AllocationMutual FundsWealth ManagementFinancial ModelingFixed AnnuitiesFinancial PlanningSeries 7Financial AnalysisRetirement PlanningSecuritiesInsurancePortfolio ManagementSeries 63

ABOUT GRAY SHANNAHAN

Partner at Palmieri & Shannahan | Creating Clarity through Financial Planning

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