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
