Merrill Lynch Financial Advisor Shannon Wood

Services Offered

• Investment advice
• Financial planning
• Retirement planning

About

Shannon Wood is a financial advisor based in Austin, Texas, affiliated with Merrill Lynch. She offers investment advice and strategies tailored to clients' life goals, risk tolerance, time horizon, and liquidity needs. As a Certified Financial Planner (CFP®), Shannon specializes in providing comprehensive financial planning services. Her practice focuses on helping individuals and families navigate their financial futures with informed decision-making.

Reviews

Location

Business Information