Broker Check
Bob Shaughnessy

Bob Shaughnessy

Senior Vice President

With over 45 years of experience in the industry, I tend to be the team's encyclopedia for both finances and life. Educating my clients about all things related to the economy and markets is what excites me the most in my career. I have worked to expand this team over the years with new members who are the best fit for each other and our clients. I continue to counsel the team's investment strategy and financial planning while servicing client relationships spanning over multiple decades.

Learn More About Me

Who is someone you admire and why?

I really admire both of my children. I look at who they have become and am proud to see they have put their lives together better than I could have hoped for them. I find that I continually seek counsel from my son, Cam, and daughter, Lauren. Both wise beyond their years.

What has been your best financial move?

Saving my money! Over the past 40 years I have maxed out my retirement plans, always had a slush fund, never panicked in the stock market, and let time and compounding interest work on my side.

What energizes you at work?

My team is what energizes me. When I first started in the business I was a solo advisor and now, a handful of decades later can attest to how much more fun it is to be on a team. Being multi-generational, there is more idea generation, growth opportunities and best of all, they keep me young!