Shannon Csapilla

Shannon Csapilla is a Wealth Management Client Associate at Merrill Lynch in Stamford, Connecticut, where she combines her expertise in financial planning, client relations, and wealth management to help clients achieve their long-term financial goals. With a Bachelor’s Degree in Economics from the University of Rhode Island, Shannon’s academic background in economics laid the foundation for a career dedicated to understanding the intricacies of personal finance and developing strategies that resonate with individual needs.

Shannon’s professional journey began with a series of roles in administrative and financial support, where she developed her skills in organization, client communication, and multitasking. Her experience as an Administrative Assistant at M&R Builders LLC from 2011 to 2017 provided a strong base in office management, while her later role as a Funding Authorizer and Closing Administrator at Luxury Mortgage Corp. allowed her to work directly within mortgage administration. At Luxury Mortgage Corp., she managed transactions, ensured compliance, and deepened her knowledge of financial documentation and client service. These experiences ultimately led her to transition into wealth management, where she now focuses on comprehensive financial strategies.

Since joining Merrill Lynch in December 2022, Shannon has specialized in helping clients with investment strategies, retirement planning, and wealth management. Known for her attention to detail and ability to cultivate strong client relationships, she tailors her financial advice to each client’s unique situation. Her approach centers around listening closely to client goals, offering strategic and adaptable financial advice, and fostering a strong sense of trust. Shannon’s clients appreciate her commitment to providing clear, actionable guidance, helping them make confident decisions about their financial futures.

A strong advocate for financial literacy, Shannon is passionate about educating her clients on the essentials of financial planning and the value of early preparation. She’s also committed to staying informed about the latest developments in financial services, understanding that adaptability is essential in a constantly changing landscape. She is particularly interested in sustainable investing and plans to deepen her expertise in this area to better serve clients who wish to align their investments with their values.