Shannon Rozner

Client Services Manager, RJFS
President, F-360

As President, Shannon is responsible for overseeing the back office piece of the business, everything from budgets to Human Resources to onboarding new clients and the ongoing client relationship.

Shannon joined Financial-360 following an unconventional path. Upon graduating from St. Bonaventure University with a Bachelor of Arts in Psychology, she worked with at-risk youth and college students as a campus minister in suburban Detroit.

She subsequently received her law degree from The University of California, Berkeley. After graduation, she spent nine years at an international law firm, specializing in securities enforcement work. For the two years prior to joining F-360, she served as counsel for the Financial Industry Regulatory Authority (FINRA), where she worked in the Department of Market Regulation.

Shannon is registered with Raymond James Financial Services, Inc. (member FINRA/SIPC) as a General Securities Registered Representative (Series 7) and a General Securities Principal (Series 24). She also holds her Combined Uniform Securities Agent State Law and Uniform Investment Advisor Law (Series 66) license.

Out of the office, Shannon enjoys spending time with her husband, Steve, and their son, Ben, hanging out with friends, traveling, working out and reading. She is also trying to become a better cook and welcomes suggestions for easy and quick recipes. Anything beyond boiling water would be a step up from her current repertoire.

Shannon can be reached at (301) 476-6900 ext. 102 or shannon@financial-360.com. Reach out to her with any urgent matter or to tell her what new skill you are trying to hone.


*Legal services are not provided by Raymond James.