Shannon brings 26 years of experience in the financial services industry to Bristol Private Wealth Management of Raymond James, where she is dedicated to meeting clients’ needs. “Every client is unique; therefore their financial needs are as distinctive as their fingerprint. My job is to listen first, then make sure that the client is understood and responded to in a capable and honest fashion,” Shannon says. “The heart of our business is the relationships that we’ve built on trust and respect.”
Shannon has been a Senior Client Service Associate with Rick for over 12 years. She holds her Series 7 and Series 63 licenses. She is a critical part of the team; often working behind the scenes to make sure all goes smoothly for the office and our clients. She brings not only years of knowledge and operational experience, but also the ability to help clients navigate through the peaks and valleys everyday life with respect and empathy.
A New Jersey native and lifelong resident, Shannon lives in Basking Ridge with her husband, Joe. She is an avid reader, often reading 60-70 books a year. Being from a “soccer” family, she played for well over 10 years and also coached; but now enjoys cheering on their grandson at his soccer games. She enjoys travelling and runs her own food blog. Shannon and Joe are the proud parents of one adult daughter, Victoria, who also lives in New Jersey with her husband and two children.