Michael Shaughnessy

Michael Shaughnessy - CASL®, ChFC®, LUTCF

Financial Services Representative

1819 Main Street, Suite #1300 (Penthouse)
Sarasota, FL 34236

Phone: (941)961-6060
Fax: (941)366-3398
E-mail:

  • Investment Adviser Representative of MetLife Securities, Inc., a registered investment adviser.

BUSINESS PHILOSOPHY

My goal is to provide families and business owners with assistance in building their financial freedom. I have the skills, knowledge and experience required to help meet my client’s established goals. My personal goal is to become a lifetime resource for each and every client.

PRODUCTS AND SERVICES

  • Brokerage Services
  • Mutual Funds
  • IRA Consolidation/Rollovers
  • Pension Payout Alternatives
  • Pension Transfer/Rollovers
  • Fixed & Variable Annuities
  • Tax Sheltered Annuities, 403(b) Plans
  • Charitable Giving Strategies
  • Estate Conservation Strategies
  • Education Funding Strategies
  • Lump Sum Pension Distribution
  • Long-Term Care Insurance
  • Whole Life Insurance
  • Variable Universal Life Insurance
  • Universal Life Insurance
  • Term Insurance
  • Mortgage Protection (through life insurance and disability income insurance)
  • Disability Income Insurance

QUALIFICATIONS

  • Chartered Financial Consultant
  • Certified Advisor for Senior Living
  • Registered Representative of MetLife Securities, Inc. licensed in 13 states
  • Investment Advisor Representative, MetLife Securities, Inc.
  • Delivering the Promise Specialist
  • Licensed to sell Life, Variable products & Health Insurance in 5 states
  • MetLife associate for 14 years
  • 30 year background in Finance and Banking

PERSONAL

  • Returned to Florida from Kansas City, Missouri. Previous resident of Tarpon Springs
  • Married, grown children
  • Hobbies: Running, Biking, Swimming

ORGANIZATIONS

  • Member of Million Dollar Round Table
  • Member of National Association of Insurance and Financial Advisors
  • Past Chairman, Niles Home for Children

Metropolitan Life Insurance Company (MLIC), New York, NY 10166. Securities offered by MetLife Securities, Inc. (MSI) (FINRA/SIPC) New York, NY 10166. Some health insurance products offered by unaffiliated insurers through MetLife’s Enterprise General Insurance Agency (EGA) Somerset, NJ 08873. I will work with you and your tax and legal advisers to help you select the most appropriate product solution to suit your specific needs and circumstances. MLIC, MSI and EGA are MetLife companies.

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