As Vice President, Shannon helps build and grow key client and stakeholder relationships through partnership with Freedom Wealth Alliance. Shannon helps ensure that the firm's strategy-focused resources are leveraged to maximize the client wealth experience.
Prior to joining Freedom Wealth Alliance in January 2011, Shannon was a financial advisor with Morgan Stanley Smith Barney. Shannon's capital markets experience dates back to 1998 as President and Co-founder of a financial services software company servicing global banks. Shannon received Bachelor of Arts degrees in Sociology/Anthropology and Romance Languages from Washington & Lee University in Lexington, VA. He also holds an International MBA from Thunderbird, The Graduate School for International Management in Glendale, Arizona.
A native of Greensboro, North Carolina, Shannon resides in Milwaukee, WI with his daughters Sydney and Zoe. Shannon enjoys spending time with his girls and embraces the unique perspective of a parent of special needs children. In both his personal and professional life, Shannon is driven to invest in quality personal relationships.
Fun Facts About Shannon:
Shannon has a favorite food as an unapologetic 'foodie' and that food is; most food prepared with obvious skill.
Shannon likes to come out of his office dancing and singing which makes everyone laugh because of the way he does it.
His favorite quote: "Who are you to deny that boy hardship?" -- Loyal H Valentine, referring to taking the 'easy road'