Merrill Lynch Financial Advisor Shannon M Cully

Merrill Lynch Financial Advisor Shannon M Cully, located in the heart of Pittsburgh, PA, on the 49th floor of the iconic 600 Grant St building, offers a comprehensive suite of financial services tailored to meet the diverse needs of individuals, families, and small businesses. With access to a wide range of investment solutions from Merrill and banking products from Bank of America, Shannon M Cully provides clients with the tools and insights necessary to navigate the complexities of today's financial landscape.

About The Schwartz Group:

Founded by Fern Schwartz forty years ago, The Schwartz Group at Merrill has grown from a one-person operation into a thriving practice serving over 150 individuals, multi-generational families, and small business clients. The group's success is rooted in Fern’s philosophy: listening intently to clients and treating them with the same level of decency and respect that one would expect for oneself. This client-centric approach ensures that each financial strategy is personalized to help turn clients' dreams into reality.

Our Approach:

- Personalized Wealth Management: We take the time to understand what you want out of life and craft a personalized wealth management strategy to help you achieve your goals.

- Client-Centric Philosophy: We listen with care and advise with passion, ensuring that each client feels secure in their financial plan.

- Proactive and Detailed Service: Our proactive outreach and attention to detail reflect our commitment to understanding and meeting the evolving needs of our clients.

- Fresh Financial Perspectives: By connecting your life and finances, we help you make informed decisions that shape your future.

Services Offered:

- Investment Solutions: Access to a broad range of investment products and insights from Merrill.

- Banking Products: Comprehensive banking capabilities from Bank of America.

- Risk Management: Investing involves risk, and our strategies include asset allocation, rebalancing, and diversification to help mitigate those risks.

- Comprehensive Financial Planning: We offer brokerage, investment advisory, and other financial planning services tailored to your unique objectives and financial situation.

Important Considerations:

- Investment Risks: All investments carry risks, including the potential loss of principal.

- Legal and Tax Advice: Merrill and its affiliates do not provide legal, tax, or accounting advice. Clients are advised to consult their own legal and tax advisors.

- Service Differences: There are important distinctions between brokerage and investment advisory services, including the type of advice and fees. Understanding these differences is crucial when choosing the right service for your needs.

Affiliations and Regulatory Status:

Merrill Lynch, Pierce, Fenner & Smith Incorporated (MLPF&S) is a registered broker-dealer and investment adviser, wholly owned by Bank of America Corporation. Insurance and annuity products are offered through Merrill Lynch Life Agency Inc. Trust and fiduciary services are provided by Bank of America, N.A., and its agents. All banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC.