Wealth Advisor | Phoenix
As Wealth Advisor, Shannon is responsible for using First Western’s holistic approach to wealth management to best advise our clients on their financial strategy. She brings extensive experience in identifying client needs, providing in-depth financial consultations, coaching and mentoring others, developing new business, ensuring overall client satisfaction, and building strong client relationships.
Prior to joining First Western, Shannon served as vice president of investor services for the second largest Registered Investment Advisory firm in the greater Phoenix area and has 14 years of experience in the financial industry. She brings knowledge in wealth management, retirement planning, corporate retirement plans, and estate planning.
Getting to Know Shannon
What do you like most about your job?
I enjoy helping others and being a part of a great team that fosters financial success for our clients.
What do you believe is your best quality?
What is your motto?
Iron sharpens iron. Man sharpens man.
- Winner of the TD Ameritrade’s President’s Award
- Winner of two SPOT awards at Vanguard
- Featured in Enlightened Investor Magazine for outstanding client service