Shannon Sapp is a Financial Advisor with Raymond James. While focusing her business on her clients’ individual financial objectives, Shannon believes the most successful wealth management strategies look at the big picture. It is this comprehensive, solution-focused approach, delivered with constant personal attention and a commitment to her clients’ best interests, that sets Shannon apart.
Shannon is dedicated to managing and preserving wealth for you and your family. By establishing a deep and valued relationship, she is able to gain a comprehensive understanding of your needs and goals. Shannon works hard to enhance and preserve your investments, while assisting you in realizing your goals through long-term financial solutions using portfolio management, retirement planning (including IRAs, 401(k)s), estate planning, 529 education savings plans and more.
A native of Lake Placid, Florida, Shannon graduated from Webber International University with a Master’s Degree in Business Administration. She is a member of the American Institute of Certified Public Accountants. When not working, Shannon enjoys spending time with her family. She joined Raymond James in 2018.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Raymond James is not affiliated with the above organizations and/or charitable causes.
Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.