Directory
>
Peter Shanahan
Peter Shanahan
Financial Advisor, Training Manager & District Manager | Steward Partners
North Carolina, Hendersonville, United States
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.
Peter Shanahan
Work Experience
Senior Vice President, Wealth Manager at
Steward Partners
May 2021 - Present
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
**************@stewardpartners.com
Colleagues
Financial Advisor
Financial Advisor
Associate Consultant
Director of Business Development
Intern
Dean of Students
Wealth Management Advisor
Student Ambassador
Financial Advisor
Assistant Manager