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Shannon McLay

Founder and CEO at The Financial Gym, Inc She/Her/Hers

Shannon McLay is the founder and CEO of The Financial Gym, a personal financial services company she established in 2015.13 After a 13-year career at Bank of America Merrill Lynch, where she worked in investment banking and wealth management, McLay left to start her own company.3

The Financial Gym takes a fitness-inspired approach to personal finance, offering one-on-one sessions with Certified Financial Trainers (called "B.F.F.s" or Best Financial Friends) who help clients set and achieve their financial goals.12 The company primarily serves women aged 26-35 in major cities like New York, Los Angeles, Dallas, and Washington D.C.1

McLay's motivation for starting The Financial Gym came from her realization that traditional financial services firms lacked the tools and resources for the current generation.1 She drew inspiration from her own successful weight loss journey, recognizing that while there were many resources for physical fitness, fewer options existed for financial fitness.1

Under McLay's leadership, The Financial Gym has worked with over 3,000 clients, with over 90% of them achieving their financial goals.12 The company aims to educate clients about their finances, help them feel empowered to reach their goals, and provide accountability and support along the way.12

In addition to her work at The Financial Gym, McLay hosts a podcast called "Martinis and Your Money" and has authored a book about financial fitness types.24

Highlights

Oct 1 · builtinnyc.com
The Financial Gym NYC Office: Careers, Perks + Culture
Shannon McLay, The Financial Gym - United Women in Business
Shannon McLay, The Financial Gym - United Women in Business
Financially Fit with Financial Gym Founder Shannon Mclay
Jan 1 · leadiq.com
The Financial Gym Company Overview, Contact Details & Competitors
Oct 30 · venturefizz.com
The VentureFizz Podcast: Shannon McLay - Founder and CEO of ...
Jan 1 · financialgym.com
The Financial Gym: Financial Advisor/Coach

Related Questions

How did Shannon McLay come up with the idea for The Financial Gym?
What inspired Shannon McLay to transition from traditional financial services to starting her own company?
How does the Financial Gym's approach differ from traditional financial advisors?
What are some success stories from clients of The Financial Gym?
How does Shannon McLay ensure that her clients feel supported and accountable?
Shannon McLay
Shannon McLay, photo 1
Shannon McLay, photo 2
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Location

New York, New York, United States