BRIAN SHAMBO

Brian has been with Bank of America / Merrill Lynch since 2000. He has served as a faculty member of the

firm’s Leadership and Development Program since 2010 and previously served on the firm’s National Advisory

Committee. His extensive executive education includes Harvard University, Dartmouth University’s Tuck School

of Business and Duke University. Brian has been recognized as Financial Advisor of the Year of the Palm Beach

complex and has also been recognized by InvestmentNews Magazine, as well as On Wall Street, as one of the

industry’s Top 40 Advisors Under 40. He also ranked in the Forbes “Best-in-State Wealth Advisors” list in

(2018-2026) and Barron’s “America’s Top 1,200 Financial Advisors” (2018-2021). His team is also ranked on the

Forbes Best-in-State Wealth Management Teams list from (2023-2026). His focus is not only creating and

managing financial plans for wealthy families and business owners, but also educating and governing multiple

generations within the families he serves.

To begin at the core, Brian has worked diligently since 2013 to build a team that upholds the Merrill Lynch core

values. Growing to a team of eleven professionals who assist Brian as he serves a limited number of families,

the team understands responsiveness and delivers unparalleled service.

Brian has worked to earn four of the industry’s most highly regarded certifications. First, he achieved the

CERTIFIED FINANCIAL PLANNER designation, as awarded by the Certified Financial Planning Board. Next he

achieved the CERTIFIED INVESTMENT MANAGEMENT ANALYST designation, as awarded by the Wharton

School of Business, and also is recognized as a CERTIFIED PRIVATE WEALTH ADVISOR , as awarded in

conjunction with the University of Chicago Booth School of Business. Lastly, Brian is a CERTIFIED DIVORCE

FINANCIAL ANALYST . His commitment to his education and industry knowledge set him apart from other

Advisors as he is valuable resource to the families he serves.

As a personal note, Brian became an active member of various local charities, and is on the board of the Indian

River Community Foundation. Outside of work, Brian enjoys working in his yard, playing golf, boating and

fishing. Brian and his wife Mary are proud parents of his two children, Savannah & Sawyer.

Brian has been with Bank of America / Merrill Lynch since 2000. He has served as a faculty member of the

firm’s Leadership and Development Program since 2010 and previously served on the firm’s National Advisory

Committee. His extensive executive education includes Harvard University, Dartmouth University’s Tuck School

of Business and Duke University. Brian has been recognized as Financial Advisor of the Year of the Palm Beach

complex and has also been recognized by InvestmentNews Magazine, as well as On Wall Street, as one of the

industry’s Top 40 Advisors Under 40. He also ranked in the Forbes “Best-in-State Wealth Advisors” list in

(2018-2026) and Barron’s “America’s Top 1,200 Financial Advisors” (2018-2021). His team is also ranked on the

Forbes Best-in-State Wealth Management Teams list from (2023-2026). His focus is not only creating and

managing financial plans for wealthy families and business owners, but also educating and governing multiple

generations within the families he serves.

To begin at the core, Brian has worked diligently since 2013 to build a team that upholds the Merrill Lynch core

values. Growing to a team of eleven professionals who assist Brian as he serves a limited number of families,

the team understands responsiveness and delivers unparalleled service.

Brian has worked to earn four of the industry’s most highly regarded certifications. First, he achieved the

CERTIFIED FINANCIAL PLANNER designation, as awarded by the Certified Financial Planning Board. Next he

achieved the CERTIFIED INVESTMENT MANAGEMENT ANALYST designation, as awarded by the Wharton

School of Business, and also is recognized as a CERTIFIED PRIVATE WEALTH ADVISOR , as awarded in

conjunction with the University of Chicago Booth School of Business. Lastly, Brian is a CERTIFIED DIVORCE

FINANCIAL ANALYST . His commitment to his education and industry knowledge set him apart from other

Advisors as he is valuable resource to the families he serves.

As a personal note, Brian became an active member of various local charities, and is on the board of the Indian

River Community Foundation. Outside of work, Brian enjoys working in his yard, playing golf, boating and

fishing. Brian and his wife Mary are proud parents of his two children, Savannah & Sawyer.