Shannon Bennett Email & Phone Number
CERTIFIED FINANCIAL PLANNER™, Senior Vice President - Investments, Financial Advisor @ Raymond James
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Shannon Bennett Location
- San Rafael, CA, US
Shannon Bennett Work
- CERTIFIED FINANCIAL PLANNER™, Senior Vice President - Investments, Financial Advisor @ (April 2015 - Present)
- CERTIFIED FINANCIAL PLANNER™, Associate Vice President, Financial Advisor @ (July 2004 - April 2015)
Shannon Bennett Education
- Pepperdine University
Bachelor of Science (Business Administration)
1988-1992
Shannon Bennett Skills
- Retirement Planning
- Wealth Management
- Investment Advisory
- Series 7
- Management
- Finance
- Estate Planning
- Investments
- Financial Planning
- Asset Management
Shannon Bennett Summary
- Shannon Bennett, based in San Rafael, CA, US, is currently a CERTIFIED FINANCIAL PLANNER™, Senior Vice President - Investments, Financial Advisor at Raymond James & Associates, Inc.. Shannon Bennett brings experience from previous roles at Morgan Stanley Wealth Management. Shannon Bennett holds a 1988 - 1992 Bachelor of Science in Business Administration @ Pepperdine University. With a robust skill set that includes Retirement Planning, Wealth Management, Investment Advisory, Series 7, Management and more. Shannon Bennett has 2 emails and 1 mobile phone numbers on RocketReach.
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