PROFESSIONAL PROFILE

The Shannon Group is a family team dedicated to helping multi-generational families achieve their retirement, education and life goals. As CERTIFIED FINANCIAL PLANNER™ professionals, we take a planning-based approach when advising clients. Our group has over 40 years of combined experience. Success is achieved by leveraging the talents and expertise of each member of The Shannon Group.

Frank X. Shannon, CFP® - First Vice President, Wealth Management Advisor

Frank, the senior partner of the group, has worked for Merrill Lynch for 27 years. He was the Complex Sales Manager for 11 years and was the Resident Director of the Yardley, Pa., office for five years. Prior to Merrill Lynch, he served on active duty in the Navy and retired as a Captain. Frank received his MBA from the Wharton School of the University of Pennsylvania and his BA from Princeton University. Frank has achieved the CERTIFIED FINANCIAL PLANNER™ certification awarded by the Certified Financial Planner Board of Standards, Inc. He lives with his wife, Lou, in Hopewell and has two grown children and two grandsons.


Mary Shannon Batcha, CFP®, CDFA™, CRPC® - Assistant Vice President, Wealth Management Advisor

Mary joined Merrill Lynch and The Shannon Group in 2001. Prior to Merrill Lynch, she worked at Bloomberg L.P and SG Cowen. Mary graduated from Dickinson College. Mary has achieved the CERTIFIED FINANCIAL PLANNER™ certification awarded by the Certified Financial Planner Board of Standards, Inc. Additionally, she has earned designations as a Certified Divorce Financial Analyst and a Chartered Retirement Planning Counselor^SM. She resides with her husband, Christian, and sons, Connor and Ryan, in Hopewell.


F. Xavier Shannon IV, CFP®, CRPC® - Wealth Management Advisor

Xavier joined Merrill Lynch and The Shannon Group in early 2006. He gained experience in the financial services industry in Annapolis, Md., working for Legg Mason and Smith Barney. Xavier graduated from The University of Maryland, College Park. Xavier has achieved the CERTIFIED FINANCIAL PLANNER™ certification awarded by the Certified Financial Planner Board of Standards, Inc. He has also earned a designation as a Chartered Retirement Planning Counselor^SM. Xavier lives in Philadelphia with his wife, Sarah.


Sharon A. Newcamp - Senior Registered Client Associate

Sharon's vast knowledge of Merrill's services has benefited clients for 24 years. In 2009 Sharon was recognized by Merrill Lynch as one of the Top 100 of 6,000 Client Associates at the firm. She received her Bachelor of Arts from Wagner College. Sharon lives with her husband, Bob, in Hamilton. She has two grown children.


If you would like to set up an appointment with The Shannon Group, they can be reached at 800-477-4637 or by e-mail at Shannon_Group@ml.com.