Shannon insurance group #The #Shannon #Group, #Oakland, #CA, #Morgan #Stanley #Wealth #Management

Shannon insurance group

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The Shannon Group at Morgan Stanley

Our Mission Statement

• Financial Planning 1
• Wealth Management 2
• Estate Planning Strategies 3
• Business Succession Planning 4
• Retirement Planning 5
• 401(k) Rollovers
• Sustainable Investing 6
• 529 Plans 7
• Alternative Investments 8
• Fixed Income 9
• Corporate Bonds 10
• Municipal Bonds 11
• Annuities 12
• Asset Management 13
• Business Planning 14
• Endowments and Foundations 15

I am very pleased to introduce a new partner to our wealth management team, my son Patrick Shannon, Jr. As the financial industry dynamics continue to evolve, I am confident Pat’s education and experience – along with his generational familiarity with fast-paced tech innovations and virtual connections – will help our team continue to address the needs of our clients. Following his 2010 college graduation, Pat entered the industry as a fourth-generation financial services professional; at Franklin Templeton Investments he worked primarily with active investments and strategies. In 2015 he joined BlackRock, one of the largest asset management company in the world, in their iShares franchise. Pat gleaned insights from over 2,000 financial advisors, working exclusively with passive investments and strategies. During his six years in the industry Pat has obtained his Series 6, 7, 63, and 66 licenses.

My mission continues as ever, to provide the highest level of responsiveness and personal service to clients, informed by a deep understanding of your needs and preferences. Rest assured, I am not going anywhere! I love what I do, deeply value the relationships we have established, and look forward to continuing to deliver financial advice and wealth management solutions for many, many years. It has always been a dream to create a family business, in which my family continues to serve your family, and with the addition of Pat to the team we are well positioned to do so. His experience working with active and passive strategies, cutting edge portfolio construction technologies, asset allocation, and financial planning are a complement to my 30 years of industry experience and knowledge. This allows our team to understand client’s specific needs and goals with enlightened collaboration, adept at serving multi-generational families—in part because we are a multi-generational group.

Experience

Patrick Shannon Sr.

Financial Advisor since 1986
Family Wealth Advisor
Certified Investment Management Analyst®
Municipal bond buyer since 1986
Stock investor since 1988
Annuity investor since 1987
Former Equity Syndicate Coordinator in the Redding, Ca. branch
Oakland Branch Financial Advisor Associates Coach

Patrick Shannon Jr.
Morgan Stanley, Financial Advisor since 2017
BlackRock, iShares 2015-2016
– Exchange Traded Fund Specialist
Franklin Templeton Investments 2011-2015
– Mutual Fund Consultant
Series 6, 7, 66 Licensed
Active NMLS Federal Registration
California Department of Insurance License

Associations

Patrick Shannon Group Associations

Investments and Wealth Institute
Association of Professional Investment Consultants
Former Lake Merritt Breakfast Club Member
Olympic Club of San Francisco since 1989
Cal Trout, Member
United Irish Cultural Center of San Francisco

Meet The Shannon Group

Patrick, Jr. is a fourth generation financial services professional and a proud fifth generation born San Franciscan. He spent his childhood in beautiful Redding, CA where he adopted a true love of the outdoors.

Patrick, Jr. graduated from Sacramento State University. After college graduation, Patrick followed in the family footsteps and joined the financial industry, working with Franklin Templeton Investments in Sacramento. He spent the first four years of his career there, where he worked primarily with actively managed investments and mutual fund strategies. In 2015, he joined BlackRock, one of the largest asset management companies in the world, working with their iShares franchise in San Francisco. There, he garnered insight from over 2,000 financial advisors, working mainly with passive investments and Exchange Traded strategies. Throughout his seven years in the industry, Patrick has acquired his Series 6, 7, 63, 66 financial licenses, Nationwide Mortgage License, and his California Insurance License.

In early 2017, Patrick joined his Father at Morgan Stanley in Oakland. Prior to this, it had always been a dream for Patrick and his Father to create a family business where they served other hard working families. With the creation of their professional partnership, they are well positioned to do so. They firmly believe their team understands client’s specific needs and goals, through enlightened collaboration and financial planning. They are successful at serving multi-generational families; in part, because they are a multi-generational group.

During Patrick’s free time, he lives an active lifestyle. A few hobbies he enjoys include hiking, fishing, cooking, traveling, and playing basketball. Patrick lives in San Francisco, where he is close to many family members. Patrick, Jr. strongly feels the most important thing in life, is to spend time with your closest friends and family.

California Department of Insurance License number is: 0M21193

Shi Qi was a student of Fine Arts at the Academy of Art in San Francisco and worked as retail banker before joining Morgan Stanley in 2011. As a key member of a big team for over 7 years, Shiqi worked closely with clients to service their everyday banking needs, and specializes in new client onboarding, College Savings, and qualified retirement plans. She joined the Shannon Group in May 2018 and continues to provide clients with excellent service.

Shi Qi believes in a peaceful world where all sentient beings live happy, safe, and free. She is committed to creating such a world through social justice advocacy, serving as an animal rights activist with Direct Action Everywhere, and as one of the lead organizers of Chilis on Wheels Bay Area. She enjoys volunteering at her favorite animal sanctuaries, petsitting, hiking, and spending time in nature.

Contact Patrick Paul Shannon Sr.

Contact Patrick Shannon Jr.

On the Markets

Retirement

• 401(k) Rollovers
• IRA Plans
• Retirement Income Strategies
• Retirement Plan Participants
• Annuities

The Simple Six-Step Retirement Checkup

• Asset Management
• Wealth Planning
• Traditional Investments
• Alternative Investments
• Impact Investing

Five Smart Strategies to Use a Bonus or Raise

• Estate Planning Strategies
• 529 Plans / Education Savings Planning
• Long Term Care Insurance
• Special Needs Planning
• Trust Services

Financial Transition: A Guide for Women

Business Planning

• Succession Planning
• Business Planning
• Retirement Plan Sponsors
• Qualified Retirement Plans
• Corporate Pension Funds

6 Keys to Building a Startup

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