Shannon joined the Davis Wealth Management team in late 2023, bringing with her nearly 20 years of experience in financial services operations, administration, and client relationship management. Her deep industry knowledge and client-first approach make her a valuable asset to both the team and the families the firm serves.
A graduate of Franklin Pierce University, where she earned her Bachelor of Science in Financial Management with Latin Honors, Shannon combines strong technical expertise with a genuine passion for building meaningful client relationships.
When she’s not at the office, Shannon enjoys spending time with her family, catching live concerts, diving into a good book, or experimenting with new recipes in the kitchen.
