Shannon Sapp,
CFP®, CRPC™, CPA Financial ConsultantAs founder of the Sebring office, Shannon lends valuable perspective to the financial, retirement and tax planning components involved in creating a comprehensive wealth management plan for our clients. She believes it’s the collective proficiency of each member of the Coquina team that delivers a well-rounded experience for all of clients.
Shannon believes what sets her apart is her love of entrepreneurial business coaching, helping entrepreneurs analyze organizational practices, identify weaknesses and recommend strategies. Her extensive network of qualified professionals who specialize in areas beyond financial services such as marketing, human resources, management, engineering or lending help her deliver sound recommendations for her clients.
Shannon is a Certified Financial Planner™ professional, a Chartered Retirement Planning Counselor™, and a certified public accountant. Shannon’s professional accolades empower her to carefully weigh the finer details and layer risk management into her wealth planning. She previously attended Florida Southern Collage in Lakeland, earned a bachelor’s degree in accounting from Webber College in Babson Park, Florida and achieved her MBA from Webber International University also in Babson Park.
On a day-to-day basis, Shannon is focused on helping her multigenerational client base pursue success in business and quality of life in retirement. With the big picture in mind, she equips her clients with the knowledge and guidance to make informed decisions.
Outside the office, Shannon has been a member of the American Institute of Certified Public Accountants since 2002. She also holds several board and committee member positions, including the GiveWell Community Foundation and Lakeview Christian School.
In her free time, she enjoys exploring the great outdoors with her family, completing home renovation projects and going to the gym. She’s a fourth generation native of Lake Placid, Florida, and resides in Sebring, Florida with her spouse, Phillip, and child, Reo.
Raymond James is not affiliated with any organizations mentioned above.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, 
Lending Services provided by Raymond James Bank, member FDIC, affiliated with Raymond James Financial Services.
Raymond James and its advisors do not offer tax advice. You should discuss any tax matters with the appropriate professional.
