Sept. 1, 2009 -
PRLog -- K. Shaun Cosby is a financial advisor for Merrill Lynch, one of the world’s premier wealth management firms now combined with Bank of America. He’s been with Merrill Lynch since 2005 where he provides wealth management advice including retirement services, planning, investments, and other financial services. Shaun received his bachelor’s in social and behavioral sciences from the University of Alabama at Birmingham. His professional career includes over six years of industry experience with a unique and proven investment philosophy that addresses risk tolerance while utilizing asset allocation, appropriate and efficient investments, fundamental analysis, and rebalancing, resulting in the realization of client goals. Shaun has furthered his specialization through the achievement of designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®) and Chartered Retirement Planning Counselor (CRPC®) which distinguishes him from other advisors. He keeps an active extracurricular profile while away from his office, including involvement in the United Way Young Leaders Society and the United Way Allocations Team. Shaun also serves on the administrative committee for his church and as a result, is considered a mentor and role model for young adults. In his leisure time, he and his wife, Ashley enjoy travel, outdoor activities, exercising, and University of Alabama athletics.
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