Shannon Csapilla is a Wealth Administration Consumer Affiliate at Merrill Lynch in Stamford, Connecticut. She helps shoppers with monetary planning and wealth administration.
However her method to work and life affords classes for everybody—not nearly cash. Let’s discover how her journey and concepts can encourage us to construct higher habits and obtain success.
How Shannon Acquired Began
Shannon grew up in Stamford, Connecticut, and had a love for planning and construction early on. She performed volleyball at Stamford Excessive College, the place teamwork and technique turned second nature. After highschool, she went to Curry Faculty, making the Dean’s Listing in her first 12 months. Later, she transferred to the College of Rhode Island and graduated with a level in Economics in 2017.
“Studying economics helped me see how small decisions add up over time,” Shannon says. “That lesson applies to life, not just finances.”
After commencement, she labored in varied roles, together with as an administrative assistant and later in mortgage administration. Every job taught her abilities she makes use of as we speak. From juggling deadlines to fixing issues below stress, Shannon realized the best way to keep organized and construct robust relationships.
What Shannon Does Now
At Merrill Lynch, Shannon helps folks with their funds. She crafts customized plans for her shoppers to assist them meet their targets. This may embrace saving for retirement, planning for large purchases, or managing investments.
“No two clients are the same,” Shannon explains. “What works for one person might not work for another. My job is to listen, understand their goals, and come up with a plan that fits.”
She additionally believes in preserving issues easy for her shoppers. Many individuals really feel overwhelmed by finance. Shannon breaks it down so her shoppers could make assured choices.
“When clients tell me they finally feel in control of their money, that’s the best feeling,” she says.
Classes We Can All Study
Begin Small, Keep Constant
One among Shannon’s key beliefs is that small actions result in huge outcomes. Whether or not it’s saving cash, making a funds, or constructing a brand new behavior, the secret is to begin small and keep it up.
“It’s not about doing everything perfectly,” Shannon says. “It’s about showing up every day and making progress.”
The identical applies to well being, health, or studying a brand new talent. Small, regular efforts construct momentum over time.
Keep Organized
Shannon’s early jobs taught her the worth of staying organized. Whether or not she was managing mortgage paperwork or balancing deadlines, she realized the best way to maintain all the things on observe.
Her recommendation? Create techniques that be just right for you. Use instruments like planners, calendars, or apps to maintain all the things so as.
“Being organized reduces stress,” she explains. “When you have a plan, you can focus on what matters instead of worrying about what you might be forgetting.”
Construct Relationships
Shannon emphasizes the significance of relationships, each in work and life. She listens rigorously to her shoppers to grasp their wants. She additionally values collaboration and teamwork.
“Success is never a solo effort,” she says. “The best results come from working together and supporting each other.”
This is applicable to all areas of life. Constructing robust relationships—whether or not with coworkers, mates, or household—creates a strong basis for progress.
Adapt to Change
The monetary world is all the time shifting. Shannon has realized to remain versatile and adapt. She encourages others to do the identical.
“Change is constant,” Shannon says. “The more you can roll with it, the better you’ll handle whatever comes your way.”
In life, this may imply switching up your exercise routine, making an attempt new methods at work, or adjusting plans when issues don’t go as anticipated.
Spend money on Your self
For Shannon, investing isn’t nearly cash. It’s additionally about self-improvement. She’s obsessed with lifelong studying and encourages others to continue to grow.
“Whether it’s reading, taking a class, or learning from someone else, there’s always more to discover,” she says.
She’s significantly keen on sustainable investing and plans to deepen her experience in that space.
Trying Forward
Shannon isn’t simply targeted on her profession. She’s additionally obsessed with mentoring younger professionals, particularly girls getting into finance.
“There’s so much potential in this field,” she says. “I want to show people—especially women—that they can thrive here.”
Her recommendation for anybody beginning out? Be curious, keep constant, and don’t be afraid to ask questions.
Shannon Csapilla’s journey is a reminder that small steps, robust relationships, and a curious mindset can result in huge outcomes. Whether or not you’re managing your cash, constructing a brand new behavior, or simply making an attempt to determine issues out, her method can encourage you to take motion and continue to grow.
What’s one small change you’ve made not too long ago that’s made a distinction? Let’s chat about it within the feedback beneath!
