Shannon Avery
★Wealth Manager for Creative Entrepreneurs★
- Role
- Partner i Wealth Manager at Kingsview Partners at Kingsview Partners
- Location
- Greensboro, NC, US
- LinkedIn followers
- 500 followers
About Shannon Avery
As a fiduciary, I place my clients’ best interests at the forefront of my practice…
Experience
Partner i Wealth Manager at Kingsview Partners
Feb 2024 — Present · Greensboro, NC, US
Independent, fiduciary financial advisor specializing in serving creative entrepreneurs and business owners across the United States. Prioritize clients’ best interests, offering tailored strategies to achieve financial priorities and goals. Work in collaboration with tax, business, and estate planning professionals, to provide impactful guidance for lifelong client success and generational wealth transfer.
Skills
- Asset Allocation
- Mutual Funds
- Long Term Care Insurance
- Business Analysis
- Market Research
- Traditional Ira
- Process Management
- Financial Analysis
- Written Communication
- E-Commerce
- Product Development
- Sales
- Oral Communication
- Certificates of Deposit
- Strategic Thinking
- Organization Skills
- Wealth Management
- 529 Plans
- Roth Ira
- Simple Ira
- Corporate Bonds
- Client Relations
- Education Savings
- Wealth Strategies
- Retirement Planning
- Women Owned Business
- International Business
- 401k Options
- Life Insurance
- Investments
- Data Analysis
- Municipal Bonds
- Customer Retention
- Stock Trading
- Money Management
- Customer Service
- Operations Management
- Sep Ira
- Team Mentoring
- Retirement Solutions
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