News and Events
June 2010 - SHANNON PITNER COMPLETES THE LEVEL II PROGRAM OF THE INSTITUTUE OF INVESTMENT MANAGEMENT CONSULTING CERTIFICATION SERIES AT RAYMOND JAMES By successfully completing Level II of the Institute of Investment Management Consulting Certification Series, Shannon Pitner is recognized for implementing an institutional investment approach in her practice. The Institute of Investment Management Consulting (IIMC) was developed to help financial advisors drive success in their consulting practices through educational programs, ongoing communications forums and networking with other financial advisors. The IIMC curriculum provides these advisors with advanced knowledge and concepts commensurate with many high level institutional money management consultants.
Pitner attended a 2-day certification program incorporating sophisticated investment management topics, such as optimizing client portfolios and monitoring investment manager performance, and participated in a panel sharing best practices among her peers. In addition to learning about new investment opportunities, such as alternative investments and managed completion portfolios, Pitner will continue to benefit from the ongoing education and support of the investment and manager research teams. Shannon Pitner specializes in retirement planning.
February 2010 - SHANNON PITNER ATTENDS HECKERLING INSTITUTE ON ESTATE PLANNING
Shannon Pitner, CFP® recently attended the 44th Annual Heckerling Institute on Estate Planning. Designed for estate planning professionals, Pitner joined attorneys, trust officers, accountants, insurance advisors and wealth management professionals at what was the largest gathering of estate planning professionals in the country. The program covered the year’s most significant developments on estate planning, a variety of workshops, panel discussions and case studies to examine sophisticated estate planning techniques. To learn more about estate planning including practical guidance on planning with financial assets, contact Shannon Pitner at 321-724-1888.
November 2009 - SHANNON T. PITNER ACHIEVES MEMBERSHIP IN RAYMOND JAMES FINANCIAL SERVICES’ 2010 EXECUTIVE COUNCIL
Shannon T. Pitner has been named to the firm’s 2010 Executive Council in recognition of outstanding client service and exemplary professional growth. Executive Council honors are presented only to those financial advisors who have demonstrated an extremely high level of commitment to clients through personal service and professional integrity.* Shannon T. Pitner, who joined Raymond James in 1990, has more than 28 years of experience in the financial services industry. She offers a comprehensive range of investment planning alternatives for individuals and businesses.
*Membership is based mainly on assets under management, education, credentials and fiscal year production. Re-qualification is required annually
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