Michael J Shanahan

Financial Advisor

My Focus Areas are Protecting Your Family, Saving for Retirement, Living in Retirement, Financial Strategy, Saving for Education and Small Business

For information on our services and fees, refer to: Pruco Securities Form CRS (Prudential Advisors)Opens in a new window.

About Michael J Shanahan

Every individual has their own financial needs, so it's important to work with someone who understands your unique hopes and dreams. I value connecting with my clients in a meaningful way!

I have held various roles in the financial services industry since 1987 and rely on my education and experiences to allow me to be a valuable resource to my clients, their families and businesses.

I'm Most Proud Of: Hearing from clients about how our team helped improve their life. There's nothing better! Making a positive difference in someone's life is the most satisfying part of this career.

Solutions

Life Happens. Being prepared makes all the difference.

You have options when it comes to your financial future - no matter your life situation.

Living in Retirement

Discover how our annuity options can help you create income for retirement and may be right for your personal financial needs. A Traditional or Roth IRA can also be an option to help you save for the future with either tax-free growth or on a tax-deferred basis.

Protecting Your Family and Greatest Assets

Whether you are recently married, buying a house, taking care of a loved one or preparing to retire, each new stage of life is exciting and uncertain. Ensure you’re protected with life, auto, home, long-term care and disability insurance.

Saving for Retirement

Get help reaching your retirement goals on your terms with an annuity, 401(k) or IRA. An annuity can be a way to provide retirement income and defer year-end taxes, and an IRA and 401(k) give you options to save for the next phase of your life. See if one or all of these retirement vehicles are right for you.

Experience

  • Senior Clienr Service Administrator Proxy

    Broadridge Financial Solutions

    February 2015 - January 2019 | Edgewood, NY

  • Licensed Relationship Banker

    JP Morgan Chase

    March 2009 - February 2015 | Deer Park, NY

  • Institutional Equity Sales Trader

    Northeast Securities Inc

    January 2008 - January 2009 | Uniondale, NY

  • Financial Advisor

    Merrill Lynch, Pierce, Fenner & Smith Inc

    October 2005 - July 2007 | Melville, NY

  • Vice President Global Equity Trader

    Prudential Equity Group LLC

    March 1996 - July 2004 | New York, NY

  • Assistant Vice President Institutional Equity Block Trader

    CS First Boston Corporation

    September 1987 - March 1996 | New Yor, NY

The Prudential Difference

    • Property & Casualty: NY
    • Variable Annuities: NY
    • Securities License: NY
    • Variable Life Insurance: NY
    • Fixed Annuities: NY
    • Life Insurance: NY