Advisor at Merrill
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Shannon Cully is a Senior Financial Advisor with Merrill Lynch Wealth Management. She specializes in helping clients integrate all aspects of their financial lives to identify and pursue priorities that matter most to them. Her approach includes assisting clients in articulating both short- and long-term financial goals and recommending strategies tailored to support those objectives. Shannon combines personalized advisory services with investment insights from Merrill and banking resources through Bank of America.
Shannon began her career at Merrill in 2017 after earning an MBA from Lehigh University. She holds a bachelor’s degree in Biometry and Statistics from Cornell University, where she was also a member of the Division I women’s lacrosse team. Prior to joining Merrill, she coached lacrosse at Lehigh University. Shannon’s professional designations include Chartered Financial Consultant (ChFC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA).
Outside of her professional role, Shannon is involved with community organizations such as Catholic Charities, the Cornell Alumni Association, and the Lehigh Alumni Association. In her free time, she enjoys outdoor activities including boating, skiing, running, hiking, and swimming, as well as spending time with her family and engaging in sports and board games.
Bank of America, N.A.
2018 - Present (8 years)
Merrill Lynch, Pierce, Fenner & Smith Incorporated
2017 - Present (9 years)
Unemployed
2017 - 2017 (1 year)
Lehigh University
2014 - 2016 (2 years)
Lehigh University
2012 - 2017 (5 years)
CFP®, CFA®
Pittsburgh, PA
TLG Advisors, Inc.
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Pittsburgh, PA
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