Shawn M. Limerick, CFP®, RICP®
As an Independent LPL Investment Advisor Representative at 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.
The investment professionals at Bay Financial Associates, are registered representatives with, and securities and advisory services offered through, LPL Financial, a registered investment advisor. Member FINRA/SIPC.
The LPL Financial Registered Representative(s) associated with this website may discuss and or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.