Shannon Austin
About Shannon Austin
Title: VP Wealth Consultant
Shannon Austin holds the title of Vice President, Wealth Consultant. In this role, Shannon is responsible for overseeing wealth management services, particularly focusing on expanding the wealth and 401k business offerings. Her responsibilities include overall strategy formulation to ensure the growth of wealth management solutions provided to clients.
Education: Campbell University Bachelor of Business Administration
Shannon Austin graduated from Campbell University with a Bachelor of Business Administration in Trust and Wealth Management. During her time at Campbell, Shannon also minored in Financial Planning, which equipped her with comprehensive knowledge in financial advisory services and wealth management fundamentals.
Industry Experience: Seven Years in Wealth Management
With seven years of experience in the wealth management industry, Shannon Austin has developed significant expertise in financial advising. Her insights in managing and expanding wealth advisory services have been integral to her role as Vice President.
Responsibilities: Growing Wealth and 401k Business
Shannon Austin is tasked with the responsibility of growing the wealth and 401k business within her organization. This includes devising strategies to attract and retain clients, as well as enhancing the product offerings to meet the diverse needs of those clients.
Services: Comprehensive Financial Planning for Clients
Shannon Austin provides comprehensive financial planning services to individuals, families, and businesses within key markets. Her consulting approach ensures that her clients receive tailored financial strategies that help them achieve their financial goals and manage their wealth effectively.