Shannon Graham

Shannon Kay Graham

Investment Management Consultant Financial Advisor, RJFS

Being a resident of the Willamette Valley most of my life, I am passionate about giving back to my community. My husband and I, along with our children, enjoy the vast amenities our region has to offer. In my spare time I love to listen to live music, go hiking, travel, and take photos.

As an amateur photographer, I am constantly reminded of the parallels that photography and investing have to offer. Whether you are looking at plans or plains, each person will look through the same lens, but see a completely different perspective.

When it comes to investing, I integrate a personal approach to helping you meet your financial goals. I never begin by discussing “the market” or products. Instead, I work with you to develop a strategy only after evaluating your individual needs, timeframe, and tolerance for risk.

Once your plan is established, I continue to evaluate your financial strategy over time, and make any necessary adjustments around cash flow management, tax-advantaged strategies, and more to ensure that it continues to meet your needs.

One of the most rewarding parts of my job is assisting people in their time of need. From helping families save for their child’s college education, to advising women how to invest on their own, to supporting widows and widowers during stressful times, my goal is to filter out the noise and focus on the dreams, goals, and priorities that will allow every client to feel confident about their decisions.

The overall objective of a well-balanced plan is to help you enjoy retirement and obtain your financial goals. Over time, together, we can create a strategy to help you achieve both.

Qualifications: holds series 7, 63 and 66 securities licenses; life and health insurance licensed with variable endorsements.

The Investment Management Consultant designation is awarded to those who complete the Raymond James Institute of Investment Management Consulting program.