Since 1981, our team has delivered customer-focused services to discerning clients across the country. Together, we offer over thirty years of finance-related expertise. Read on to learn about the unique qualifications and qualities of each member of the Shannon Pitner, CFP^® team.

Raymond James CERTIFIED FINANCIAL PLANNER^™ Shannon Pitner delivers thirty years of financial planning expertise and talent. In addition to guiding her clients, she leads a diverse team of customer-focused employees. Shannon, who originally hails from Chattanooga, Tennessee, has forged long-term, successful relationships with clients in more than 12 states and as far away as Australia. Shannon isn’t just committed to her clients. She’s also committed to staying on top of current economic and financial trends. She’s an active participant in the Financial Planning Association, the Advanced Planners Study Group and the Brevard County Estate Planning Council. Furthermore, Shannon is one of a handful of certified financial planners who attends the University of Miami School of Law’s annual Heckerling Institute on Estate planning.

In addition to the success she has navigating the financial seas, Shannon also enjoys success on the high seas. An accomplished marlin fisherman, Shannon set the world record in 1990 for an 82 pound Pacific Blue Marlin in the 8 pound category - a record that she held for 10 years until it was broken in 2000. She also was named the "Best Visiting Angler" at the US Virgin Islands Atlantic Blue Marlin Tournament in 1993. When she’s not chasing the "one that got away," Shannon likes to ski and spend time with her daughter.

A graduate of Florida State University, Carrie holds a bachelor's degree in International Affairs and continues her education by pursuing the CERTIFIED FINANCIAL PLANNER™ certfication.  Enrolled at Florida State Univeristy, she will sit for the qualifying exam in November 2011.

She supports Shannon with client communications and portfolio review scheduling to help maintain the firm's goal of providing consistent counsel and successful financial management. Her responsibilities include client review preparation, investment research and financial planning.

She and her husband, Zachary, are the proud parents of their twins, Ella and Madison.

In her role as Client Service Manager, Michala is committed to serving our clients with sincerity and competence as she strives to meet and exceed their expectations. She works personally with new and existing clients in various responsibilities relating to opening accounts, on-going account management, and issue resolution. 

Michala is a 2011 graduate from the University of Central Florida, she holds a Bachelors Degree in Actuarial Science with minors in Statistics and Mathematics.