Focus Areas
Shannon focuses on helping clients align their investments with their financial goals. She works with multiple generations to keep families “on track” to achieve those goals by collaborating with outside advisors to make sure investment decisions are well-coordinated and complimentary to every facet of a client’s long-term plan. What she likes most about her work are the lasting relationships that she has with clients, their families, and colleagues.
Experience
Shannon joined Fiduciary Trust in 2009. Prior to joining Fiduciary, she was an Associate Director/Financial Advisor at UBS Financial Services, focusing on financial planning and wealth management for high net worth clients. Before UBS, she served as Divisional Vice President at PaineWebber in both the Seattle and Boston markets.
Community Involvement
Children’s Trust Fund – Member, Volunteer
Duxbury Education Foundation – Fundraiser
Personal
Shannon is the mother of three daughters, enjoys golf and all of the seaside activities her town of Duxbury has to offer.
