Shannon Stone Email & Phone Number
Wealth Advisor @ Parallel Advisors, LLC
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Shannon Stone Location
- California, United States
Shannon Stone Work
- Wealth Advisor @ (February 2023 - Present)
- Lead Wealth Advisor @ (February 2022 - February 2023)
- Advisor, Financial Planner and Operations Manager @ DHR Investment Counsel (August 2009 - January 2022)
- Paraplanner @ (January 2007 - January 2009)
- VP Operations @ (November 1999 - March 2006)
Shannon Stone Education
- Marcia Wieder Dream Coach University
Ceritification in Dream Coaching
- University of California, Berkeley
Certificate in Personal Financial Planning
- Resource Realizations
Certification in Performance Coaching
- Resource Realizations
Certification in Family Coaching
- University of Phoenix
BS Business Administration & BS Business Management (Business Administration, Management and Operations)
Shannon Stone Skills
- Wealth Management
- Investment Advisory
- Finance
- Retirement Planning
- Investment Strategies
- Investment Management
- Portfolio Management
- Investments
- Financial Planners
- Estate Planning
- Retirement
- Team Building
- Dreams
- Certtified Performance Coach
- Certified Family Coach
- Certified Dream Coach
- Financial Advisory
- Financial Planning
- Asset Allocation
- Strategic Financial Planning
- Asset Management
Shannon Stone Summary
- Shannon Stone, based in California, United States, is currently a Wealth Advisor at Parallel Advisors, LLC. Shannon Stone brings experience from previous roles at Griffin Black, Inc., DHR Investment Counsel, Ameriprise Financial Services, LLC. and Alamo Capital. Shannon Stone holds a Ceritification in Dream Coaching @ Marcia Wieder Dream Coach University. With a robust skill set that includes Wealth Management, Investment Advisory, Finance, Retirement Planning, Investment Strategies and more. Shannon Stone has 2 emails and 5 mobile phone numbers on RocketReach.
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