Shaughnessy and Associates

As a financial advisor with more than 30 years of experience in the financial services industry, I view financial planning as the foundation for all client relationships. Written financial plans that are regularly updated are at the core of our business. My team services the needs of high-net-worth families in Nevada, Arizona and various states. We meet in various formats including in person, video conference and via phone call.

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Team photo for Shaughnessy and Associates
Team photo for Shaughnessy and Associates

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Advisors

Matt Shaughnessy

Financial Advisor

Managing Director
Visit Matt Shaughnessy's website


Team

Issac Preis, APMA™, CRPC™

Issac Preis, APMA™, CRPC™

Lead Registered Client Service Associate,

Chartered Retirement Planning Counselor™

Qualifications

  • SIE, Series 7, 66

  • Accident, Health, Life, Variable Life & Variable Annuities

  • Accredited Portfolio Management Advisor

  • Chartered Retirement Planning Counselor

  • NV Notary Public

Roles & Responsibilities

  • Practice Manager runs all back office and administrative tasks, paperwork and processes. Communicates with clients, assist with money movement and trades
  • Scheduling appointments
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