Shannon A. Shehorn, EA., CFP®

President of Tax & Financial Advisors, Inc., Shannon is considered a trusted advisor at all points on the financial spectrum and is dedicated to providing superior service to all of our clients

Holds numerous securities registrations: Series 7, Series 65, and Series 24

Passed the CFP exam and ethics requirement on March 4, 2005, Certified Financial Planner Board of Standards, Inc. is a professional regulatory organization that fosters professional standards in personal financial planning so that the public values, has access to, and benefits from, competent and ethical financial planning. Compliance in four important areas, examination, experience, ethics and education assures CFP licensees are well prepared and qualified to give sound professional advice.

CFP.jpgShannon A. Shehorn, CFP®

Financial Planning Services

Email: shannon.shehorn@clsecurities.com


  • Financial Planning Including Retirement and Estate Planning
  • Investment Review & Analysis
  • College Savings Plans
  • Annuities and Mutual Funds
  • 401 (K) Rollovers
  • Life Insurance

Securities offered through Cabot Lodge Securities LLC [CLS]. Member FINRA/SIPC

FINRA's BrokerCheck

Advisory services offered through CL Wealth Management LLC [CLWM]

200 Vesey Street, 24th floor, New York, NY 10281, 888.992.2268

Tax & Financial Advisors, Inc. is not controlled by or a subsidiary of CLS or CLWM.