Manjula Shaw, CFP® Senior Wealth Planner

Manjula Shaw is a Senior Wealth Planner at Tanglewood Legacy Advisors. Together with Shannon and Kevin, she helps clients coordinate and navigate the complex web of financial planning issues to achieve their family, business and life goals. Manjula began her career in the late eighties in the Commercial Banking sector. She graduated Magna Cum Laude with a Bachelors of Business Administration majoring in Finance, from the University of Houston. Following which, Manjula was a Financial Advisor at Merrill Lynch Wealth Management advising executive and business owner families. Subsequently, she transitioned to the Merrill Lynch Trust Company in the capacity of a Trust Officer, working with ultra-high net worth clients in Utah, Colorado, Texas and Washington State. During her tenure as a Trust Officer, Manjula obtained her CERTIFIED FINANCIAL PLANNER™ certification. In 2014 Manjula received an MSc in Finance and Investment Management with Distinction from the University of Aberdeen, Scotland. Manjula is a member of the Financial Planning Association®.