Shani Crookshanks
Advisor at Merrill
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Merrill
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Shani Crookshanks serves as an Associate Resident Director at Merrill, where she helps clients develop comprehensive, goals-based financial plans tailored to their individual needs, risk tolerances, and time horizons. Drawing on her experience, she ensures that strategies remain aligned with clients' evolving circumstances and objectives, allowing them confidence and freedom to enjoy the lives they have worked for.
Before joining Merrill, Shani spent 23 years in the produce industry, gaining experience in goal setting, strategy development, information sourcing, execution, and regular review. She holds a Bachelor's Degree from Arizona State University and a Master of Business Administration (MBA) from Thunderbird School of Global Management. She also holds the Professional Investment Advisor (PIA) designation.
Shani is actively involved in her community through roles such as Officer and Volunteer at the Tulare County Historical Society. She is a member of the Tulare County Historical Society and the Tulare Kings County Estate Planning Council. Her personal interests include cooking, gardening, genealogy, golfing, knitting and crocheting, scrapbooking, spending time with family, traveling, and yoga.
Bank Of America, N.a.
2018 - Present (8 years)
Merrill Lynch, PIERCE, FENNER & SMITH INCORPORATED
2018 - Present (8 years)
UNEMPLOYED
2018 - 2018 (1 year)
Double D Sales Company, Inc.
2016 - 2018 (2 years)
Pro Citrus Network, Inc.
2013 - 2016 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")