Merrill Lynch Financial Advisor Shannon Smith

Financial consultant

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Services Offered

Investment advice
Financial planning
Retirement planning
Wealth management

About

Shannon Smith is a financial advisor based in Seattle, Washington, affiliated with Merrill Lynch. She offers investment advice and strategies tailored to her clients' life goals, risk tolerance, time horizon, and liquidity needs. As a Certified Financial Planner (CFP®), Shannon provides comprehensive financial planning services, focusing on helping individuals and families achieve their financial objectives. Her practice is dedicated to understanding the unique circumstances of each client to deliver personalized financial guidance.

Reviews

Location

401 Union St, Seattle, Washington

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Contact This Advisor

Business Information

Address

401 Union St
Seattle, Washington 98101

Phone

+1206-715-8209

Website

https://advisor.ml.com/sites/wa/seattle-wa/shannon_smith

Business Hours

Contact for business hours