Merrill Lynch Financial Advisor Kate Shannon

Services Offered

• Investment advice
• Financial planning
• Wealth management

About

Kate Shannon is a financial advisor based in Wayzata, Minnesota, affiliated with Merrill Lynch. She offers investment advice and strategies tailored to individual clients' life goals, risk tolerance, time horizon, and liquidity needs. As a Certified Financial Planner (CFP®), Certified Private Wealth Advisor (CPWA), and Certified Trust and Fiduciary Advisor (CTFA), Kate provides comprehensive financial planning services. Her practice focuses on helping clients navigate their financial futures with personalized guidance.

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