Vance Team Member Spotlight – Meet Niall Shaffery, Client Service Associate

As a Client Service Associate, Niall Shaffery is thrilled to begin his career with a great wealth management team, while he simultaneously works to expand his professional skill sets and grow within the company.

“As a kid, I’d always thought about becoming a lawyer like my dad,” Niall explained. “But in high school, I really liked math, and once I went off to college, I knew I was ready to focus on finance. The rest is history.”

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 with the company culture, and after graduation, he accepted the Client Service Associate position with Vance Wealth in 2020. Today Niall works behind the scenes to support the wealth advisors and ensure a seamless client experience. 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.

If you’d like to get in touch with Niall or learn more about his role at Vance Wealth, click here.