Client Service Associate
As a Client Service Associate, Niall Shaffery works behind the scenes to support the wealth advisors and ensure a seamless client experience.
Born and raised in Santa Clarita, Niall attended Hart High School and later attended Colorado Mesa University, where he graduated with a degree in finance and a minor in accounting. During his time in school, Niall interned at Merrill Lynch in New York City, where he worked under a financial advisory team and began to learn the ropes of wealth management. The following summer, he continued his financial services education with an internship at Vance Wealth.
The team quickly noticed Niall’s natural fit into the company culture, and after graduation, he accepted the Client Service Associate position with Vance Wealth in 2020. From preparing for client meetings to special projects for business owners, Niall loves the versatility of his job and is eager to grow with the team. His ultimate goal is to join the team of wealth advisors and help make a positive impact in clients’ lives.
Outside of the office, Niall keeps busy by staying active and enjoys playing pick-up soccer or going on a run wherever he can. When he’s not staying local, Niall likes to go kayaking, hiking, or you can find him exploring sunny San Diego.