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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
