Team Bios
Daryl B. Shankland
Founder and President
Daryl is the founder, President and Principal Advisor of Shankland Financial Advisors, LLC. She has been in the financial industry for over 40 years. Beginning at Paine Webber, her leadership qualities and focus on relationship-building quickly earned her industry recognition as she rose through the ranks to be the top broker in the Quincy, Illinois Smith Barney branch. As a Senior Vice President she managed both her client base and the office for 9 years before choosing to leave the firm to be better able to serve her clients under a fiduciary model.
In 2006, she founded Shankland Financial Advisors, LLC with a vision to create a financial advisory firm serving select clients who followed her from her prior traditional Wall Street brokerage firms to her new venture. While the firm’s client base has grown beyond anything Daryl imagined in those first years, her commitment to personalized, relationship-based financial service has never wavered.
After four decades, she is a true bear/bull market veteran having guided a great number of clients through the fluctuations of the stock market. She describes herself as a “paid, professional truth-teller.” Her honest assessment of her clients’ relative financial well-being fosters peace of mind and helps her clients attain the financial freedom to enjoy a confident, secure retirement.
Background:
Daryl had loving parents who taught her many great lessons, but were not disciplined with money. They lived out their retirement years with barely adequate resources. Daryl vowed to learn about how money worked so that she could provide for her family generously and create the solid financial foundation she knew they deserved.
She understands that when clients have means and are intentional about staying that way, they can create a legacy for their families. She also understands, from her own parents’ experience, when clients are a long way from reaching their financial goals. To create a unique financial road map for clients to find stability and security, she uses many tools, including savvy knowledge of the markets, careful planning, and thoughtful analysis of budgets and income streams.
Prior to entering the financial world, Daryl was a well-known radio and TV personality and has returned frequently to broadcast media as a guest commentator on markets and investing. She is co-author of the book Your Retirement Made Simple and hosts frequent educational seminars on financial planning topics. An accomplished fine artist, she also loves spending time with friends and family, writing and traveling. She lives in Flat Rock, NC.
Education:
Daryl earned her BS in Communications at the University of Illinois, graduating summa cum laude in 1975. She holds a Series 65 License, Uniform Investment Adviser Law Examination, and is a licensed insurance producer providing life insurance and annuities.
Registered States:
CA, FL, GA, IL, MO, NC, SC, WA
