Manjula Shaw, CFP®, CDFA®

Manjula Shaw, CFP®, CDFA®,

Associate Vice President

Manjula helps families navigate the intersection of their life and complex financial planning issues, serving as a thinking partner to the families she works with. Manjula also works closely with those facing late-life divorce, guiding them, in cooperation with their legal counsel, to analyze the financial complexities that come with the division of significant assets and the related tax consequences.  That guidance and analysis may include the long term financial implications of liquid and non-liquid assets, spousal and child support, as well as the present valuation of pensions, employer benefits and Social Security benefits.

Manjula graduated Magna Cum Laude with a Bachelor of Business Administration Finance degree from the University of Houston.  She then served as a Financial Advisor at Merrill Lynch Wealth Management advising executive and business owner families. Subsequently, she transitioned to the Merrill Lynch Trust Company as a Trust Officer, working with high-net-worth clients.  Manjula then earned her CERTIFIED FINANCIAL PLANNER™ certification.  In 2014 she received an MSc in Finance and Investment Management with Distinction from the University of Aberdeen, Scotland.  Manjula earned her  US Certified Divorce Financial Planning Analyst®  designation from the Institute for Divorce Financial Analysts.

Manjula lives in Houston, with her husband Simon, daughter Morgan, son Eliot, and family kitten Boba Tea. She is a voracious reader and enjoys discovering new destinations with her family, cycling, hiking, skiing, and Les Mills Body Combat.