|
As a specialist dedicated to the unique financial issues faced by affluent individuals and institutions, Shannon works closely with clients to create financial planning strategies tailored to their specific situation and goals. She has developed special expertise in portfolio analysis and retirement and estate planning.
Before joining the S&T team, Shannon worked with First Commonwealth Bank’s wealth management group as a financial advisor and relationship manager. She obtained her Certified Financial PlannerTM certification and Chartered Financial Consultant (ChFC) designation and is working toward attaining the Chartered Life Underwriter (CLU) credential.
She is a member of the 2007 teaching faculty for the Pennsylvania Bankers Association Trust School, held at Bucknell University, and is an active member of the Pittsburgh chapter of the Financial Planning Association.
| 