Shannon joined our team in 2006 and helps us maintain the quality level of service we provide to our clients. Organized and attentive to details, she provides timely, accurate and meaningful answers to our clients’ questions and makes sure their needs are always her first priority.
She assists the team’s financial advisors and plays a key role in preparing reports, processing documents and handling administrative duties.
Shannon holds Series 7 and 66 licenses and has more than 25 years of experience in the financial services industry. She was a Senior Registered Associate with Morgan Stanley in Williamsburg and Merrill Lynch in Newport News. Earlier in her career, she served as a client service associate with Smith Barney and Scott & Stringfellow in Richmond. She attended Virginia Commonwealth University.
A native of Richmond, Shannon lives in Toano and has two children, Conner and Jack. In her free time, she enjoys reading, traveling to the mountains for hiking, and to the Outer Banks of North Carolina for beach time and relaxation.
Thomas J Watson