Shannon Smith
Senior Vice President, Wealth Management Advisor
- Role
- Wealth Management Advisor, Senior Vice President at Merrill Lynch
- Location
- Seattle, WA, US
- LinkedIn followers
- 500 followers
About Shannon Smith
Shannon\'s approach to wealth management is balancing risk management with potential…
Experience
Wealth Management Advisor, Senior Vice President
Sep 2004 — Present
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.Chartered Retirement Plans Specialist™, CRPS™, and the CRPS™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.C(k)P® and Certified 401(k) Professional is a registered trademark of The Retirement Advisor University, Inc.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.Financing Services are through Bank of America, N.A.
Education
Pepperdine University
Bachelor's Degree
2000 — 2004
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