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Shawn M. Limerick

Shawn M. Limerick, CFP®

As an Independent LPL Investment Advisor Representative with Bay Financial Associates since 1992, Shawn provided sound estate and group benefit strategies for businesses and individuals throughout New England.

This has been accomplished by ascertaining and understanding the unique individual goals of his clients through a comprehensive needs analysis. His focus is to render the same level of service that, in the same circumstances, he would apply to himself. It is his belief that the education of the plan is critical in its ultimate implementation as well as coordination of the plan with the clients other advisors. As a result care is taken to explain the various aspect and alternative to create confidence in his recommendations.

A resident of Chelmsford, Shawn has served on the board of non profit organizations and continues to be active in the community.

Securities offered through LPL Financial. Member FINRA/SPIC

Contact:

E-Mail: shawn.limerick@bfa-online.com
Phone: 617-901-7568

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