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Peter Shanahan

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Peter Shanahan

Financial Advisor, Training Manager & District Manager | Steward Partners

North Carolina, Hendersonville, United States

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Peter Shanahan

Summary

Peter Shanahan is a seasoned financial professional with a strong focus on personal financial planning and wealth management. He leads a team dedicated to assisting successful retirees and business owners through a dynamic planning process that adapts to changing goals and market conditions. Peter's innovative approach combines modern portfolio theory with practical adjustments to mitigate risks. With extensive experience in financial advisory roles across notable firms like American Express and Merrill Lynch, he brings a wealth of knowledge to his current position at Steward Partners. His unique method of client communication ensures that all advisors involved in a client's financial journey are aligned and informed. Beyond his technical skills, Peter's background in philosophy and English enriches his ability to communicate complex financial concepts effectively. He is committed to delivering bespoke services tailored to the needs of multigenerational investors.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Emerging Technologies

Leadership Development

Innovation

Organisational experience

Corporate Experience

Consulting Experience

Peter Shanahan

Work Experience

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Senior Vice President, Wealth Manager at

Steward Partners

May 2021 - Present

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Peter Shanahan

Education

The College of William and Mary, Bachelor of Arts, Philosophy, English

Colleg for Financial Planning, Certfied Financial planner, Financial Planning

College for Financial Planning, Chartered Retirement Planning Counselor

Frequently Asked Questions about Peter Shanahan

What is Peter Shanahan email address?

Peter Shanahan's primary email address is **************@stewardpartners.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Peter Shanahan work for?

Peter Shanahan is a Financial Advisor, Training Manager & District Manager at Steward Partners.

Where Peter Shanahan graduated from?

Peter Shanahan holds a degree in null from The College of William and Mary.

How can I directly contact Peter Shanahan?

To contact Peter Shanahan directly, you can use the email address **************@stewardpartners.com. Complete contact information is available upon registration with Muraena.

Who is Peter Shanahan?

Peter Shanahan is a seasoned financial professional with a strong focus on personal financial planning and wealth management. He leads a team dedicated to assisting successful retirees and business owners through a dynamic planning process that adapts to changing goals and market conditions. Peter's innovative approach combines modern portfolio theory with practical adjustments to mitigate risks. With extensive experience in financial advisory roles across notable firms like American Express and Merrill Lynch, he brings a wealth of knowledge to his current position at Steward Partners. His unique method of client communication ensures that all advisors involved in a client's financial journey are aligned and informed. Beyond his technical skills, Peter's background in philosophy and English enriches his ability to communicate complex financial concepts effectively. He is committed to delivering bespoke services tailored to the needs of multigenerational investors.

Peter`s contact details

mail

**************@stewardpartners.com

Colleagues

Lennie Walters

Financial Advisor

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Erik Mathieson

Financial Advisor

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Brad Coyle

Associate Consultant

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Carl Gravina

Director of Business Development

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Peter Frisch

Dean of Students

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Cary Kortze

Wealth Management Advisor

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Matthew Zitwer

Student Ambassador

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Wes Devoe

Financial Advisor

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Linda Rozycki

Assistant Manager

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