Merrill Lynch Financial Advisor Brian Shambo

Services Offered

• Investment advice
• Financial planning
• Investment management

About

Brian Shambo is a financial advisor based in Vero Beach, Florida, affiliated with Merrill Lynch. He provides investment advice and strategies tailored to individual clients' life goals, risk tolerance, time horizon, and liquidity needs. As a Certified Financial Planner (CFP®) and a Certified Divorce Financial Analyst (CDFA), Brian specializes in comprehensive financial planning and investment management. His practice focuses on helping individuals and families navigate their financial journeys effectively.

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