Shannon Holland is a CERTIFIED FINANCIAL PLANNER™ practitioner a Certified Divorce Financial Analyst™ and an Accredited Investment Fiduciary® who specializes in financial planning and investment advisory services for women. He has many years of experience and an interdisciplinary knowledge of the financial issues that surround Navigating Life’s Changes. Shannon understands these changes and brings clarity to the complexities of these changes.
He credits his ability to help his clients separate the present from the past and set the standards for the future. The son of an Air Force non-commissioned officer, Shannon was born in Guam and raised in Maine, California and Virginia. He holds a BA degree from Virginia Tech, a Masters in Engineering from Old Dominion University and an MBA from the College of William and Mary. He served as a Lieutenant in the U.S. Army Reserves and draws on the strength of this military background to protect his clients’ assets, alleviate fear of the future and pro-actively take steps to develop a plan to help them achieve their goals.
Shannon began his career in financial services at Wachovia Securities in 2002 and joined Raymond James in 2008. It is his goal to educate and encourage women to understand all financial options and to be involved in the financial decision-making process. Shannon not only guides his clients through the pros and cons of every financial decision during life’s transitions, but also teaches them the basics of handling money and assets. He works closely with each client to provide sensitive, compassionate and personalized service, with the promise of maximum confidentiality.
With practical business knowledge and a track record of leadership and integrity, Shannon works closely with and guides clients to assure they take care of themselves financially while Navigating Life’s Changes. After the initial consultation, he works with clients to create a plan around what is most important to them and that aligns with helping them achieve their most import goals.
Shannon seeks to empower women to gainfully transition, achieve and maintain financial independence. He combines the analytical skills and attention to detail of an engineer with an experienced military officer’s ability to develop and maintain trust, ensuring each client fully understands their financial situation and the jointly created plan for future financial success.
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.