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Daniel C. Shaughnessy

Business Owner Advocate and Task Commander; Obsessed with enhancing lives and transforming the client experience.

Daniel C. Shaughnessy is a Senior Wealth Advisor at Wilmington Trust, serving as the Team Leader for the Long Island division in the New York Metro area.13 He joined Wilmington Trust from BNY Mellon Wealth Management and has over 25 years of experience in the financial industry.14

Shaughnessy specializes in working with high-net-worth individuals, families, and business owners. He holds several professional designations, including:

  • Certified Exit Planning Advisor
  • Certified Merger and Acquisition Advisor1

In addition to his advisory role, Shaughnessy is the Founder and President of the Business Owners Advisory Council and the originator of the Long Island State of Owner Readiness report.1 His expertise extends to estate planning, retirement planning, and business succession strategies.6

At Wilmington Trust, Shaughnessy is responsible for crafting and executing strategic growth plans.6 He is known for his focus on enhancing lives and transforming the client experience.5 Shaughnessy's work has been recognized within the company, as he is an M&T Bank President's Council Award recipient.2

Shaughnessy's LinkedIn profile can be found under the username "daniel-shaughnessy".2

Highlights

Aug 23 · linkedin

I’m #hiring. Know anyone who might be interested? 👋😊

Aug 19 · linkedin

BUSINESS OWNER COMMUNITY OF NEW YORK… WTLI's sell out "Women’s Empowerment Luncheon" has been scheduled for Thursday, October 10th!!!!! SAVE THE DATE #empowerment #women #collaboration Seating is limited. Invite only. Please contact your Wilmington Trust, M&T Bank or Business Owners Advisory Council representative to RSVP. Special guests and luncheon venue will be announced on 9/20.

Alvina Lo Doris Meister Carol Gomes Kavita Mariwalla Joanna Parziale Kate McBride Dominique Goss Karen T. Galbo Elizabeth Schneps Aloni Vicki Schneps Gail Prudenti Nancy Burner Britt Burner Yianna Darsinos Lisa Roberts Toni Badolato Carly Nathanson, CFA Alison Amarando Patricia Marcin Patricia Galteri Nancy Gianakos Lisa Rispoli, CPA, AEP Cindy McLoughlin Marcy Greenfield Hana M. Boruchov Terri Alessi-Miceli Antoinette ( Toni ) O'Keefe Tammy Severino WINNIE (Winifred) BENJAMIN (BPA) Jean J. Bentley

Related Questions

What are Daniel Shaughnessy's main responsibilities as Team Leader at Wilmington Trust?
How did Daniel Shaughnessy's career evolve from HSBC to Wilmington Trust?
What is the Business Owners Advisory Council that Daniel Shaughnessy founded?
How has Daniel Shaughnessy contributed to Wilmington Trust's growth?
What is the Long Island State of Owner Readiness report that Daniel Shaughnessy originated?
Daniel C. Shaughnessy
Daniel C. Shaughnessy, photo 1
Daniel C. Shaughnessy, photo 2
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Location

New York City Metropolitan Area