Shaughnessy and Associates

close

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

View Larger


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
View more