Shannon Smith Roy
About Shannon Smith Roy
Shannon Smith Roy serves as a PFP Support Specialist at IG Wealth Management, a position she has held since 2003, totaling 21 years of experience in the role.
Work at IG Wealth Management
Shannon Smith Roy has been employed at IG Wealth Management since 2003. In her role as a PFP Support Specialist, she has accumulated over 21 years of experience in the financial services sector. Her responsibilities include providing support for Personal Financial Planning (PFP) initiatives, assisting clients and advisors with financial planning tools and resources, and ensuring a high level of service within the organization.
Education and Expertise
Specific educational qualifications for Shannon Smith Roy are not provided. However, her long tenure at IG Wealth Management suggests a strong foundation in financial planning and support services. As a PFP Support Specialist, she likely possesses expertise in financial products, client relations, and the operational aspects of financial planning.
Background
Shannon Smith Roy has dedicated her professional career to IG Wealth Management, where she has worked for over two decades. Her extensive experience in the financial industry has contributed to her understanding of client needs and the intricacies of financial planning.
Achievements
While specific achievements of Shannon Smith Roy are not detailed, her role as a PFP Support Specialist for 21 years indicates a commitment to her profession and the ability to adapt to changes in the financial landscape. Her long-standing position reflects a level of trust and reliability within IG Wealth Management.