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Shannon Pitner, CFP^®, doesn’t just invest valuable time in managing her clients’ finances and guiding her dedicated staff; she also invests in the community. Shannon has been a dedicated supporter of The Haven, a center for abused, neglected, and abandoned children in Brevard County, Florida.  She has served as a member of The Haven's Board of Directors and Finance Committee. Through both volunteer time and financial support, Shannon has demonstrated the same type of long-term commitment to this important not-for-profit organization as she has to her clients. The Women's Center is a long-standing recipient of her financial support. She also served on the board of directors of Big Brothers and Big Sisters for over a decade.

In addition to her extensive non-profit work, Shannon has provided the administrative office for the Brevard County Estate Planning Council for over a decade. She has served on their Board of Directors and as president in 1991-1992.

Shannon also is a member of the Advanced Planners Study Group, an organization that brings together some of the most successful financial planners in the U.S. to exchange ideas and discuss current trends in the industry. Additionally, she has chaired and organized the Advanced Planners Study Group's summer meetings for 2002, 2003, and 2004.

A long-standing member of the Financial Planning Association, Shannon acted as dean for its July 18-21, 2007, reunion held at St John's University in Minnesota.

Shannon T. Pitner CFP® Branch Manager Contact Us