The Shannon Group

Global Wealth Management

ONE LOWER MAKEFIELD CORP. CTR.
1040 STONY HILL ROAD
Suite 150
YARDLEY, PA 19067

Phone: 800.477.4637
Email:

PROFESSIONAL STAFF

	(267) 757-1433	First Vice President - Investments
	(267) 757-1412	Assistant Vice President
	(267) 757-1444	Financial Advisor
	(267) 757-1419	Senior Associate

PROFESSIONAL PROFILE

The Mission of The Shannon Group is to create, protect and grow clients' wealth. Our group has over 27 years experience guiding clients to achieve their retirement, education and life goals. Our 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 the last 27 years. He was the Complex Sales Manager for 11 years and was just previously the Resident Director of the Yardley, Pa., office. 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 a grandson.

Mary S. Batcha, CFP®, 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 a designation as a Chartered Retirement Planning Counselor^SM. She currently resides with her husband, Christian, and son, Connor, in Hopewell.

F. Xavier Shannon IV, CFP® - Financial 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 currently lives in Philadelphia with his wife, Sarah.

Sharon A. Newcamp - Senior 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.

Loading Map... Loading MapQuest

Frank X. Shannon, CFPamp;reg is registered to do business in: AL, CA, CO, CT, DC, DE, FL, GA, MA, MD, MT, NJ, NM, NY, PA, SC, TN, TX, UT, VA, VT

F. Xavier Shannon IV, CFPamp;reg; is registered to do business in: AL, CA, CO, CT, DC, DE, FL, GA, MA, MD, MT, NC, NJ, NM, NY, PA, SC, TX, UT, VA, VT

Mary Batcha is registered to do business in: AL, CA, CO, CT, DC, DE, FL, GA, MA, MD, MT, NC, NJ, NM, NY, PA, SC, TX, UT, VA, VT

Reporting available on FA.COM Set-Up Tool

The Shannon Group

Client Commitment