As a Wealth Advisor, Niall Shaffery works behind the scenes to support the wealth advisors and ensure a seamless client experience. Born and raised in Santa Clarita, Niall attended Hart High School and later attended Colorado Mesa University, where he graduated with a degree in finance and a minor in accounting. During his time in school, Niall interned at Merrill Lynch in New York City, where he worked under a financial advisory team and began to learn the ropes of wealth management. The following summer, he continued his financial services education with an internship at Vance Wealth. The team quickly noticed Niall’s natural fit into the company culture, and after graduation, he accepte
Niall Shaffery
Wealth Advisor
Vance Wealth
United States, California, Santa Clarita
About Me
Profile Information
Wealth Advisor
Vance Wealth
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Santa Clarita
California
United States
Aug 18, 2024
More profiles to browse
John Vance
Founder & CEO
TT
Tyler Tilton
Vice President
Jerrod Ferguson
Vice President and Certified Financial Planner™ Professional
You Might Like
DZ
Donna Zanetti
Manager of Client Services
Pennsylvania Capital Management
KP
Kathy Polichetti
Senior Client Service Specialist
Pennsylvania Capital Management
ME
Michelle Elliott
Chief Operating Officer & Senior Client Service Manager
Kowalski Financial
NZ
Nancy Zatzman
Project Manager
Pennsylvania Capital Management