Shannon Elliotte
Family Wealth Advisor @Colony Family Offices
Charlotte, NC, US
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Aug 2014 — Present
Family Wealth Advisor @Colony Family Offices
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EDUCATION
1996 — 1997
Boston University School of Law
LL.M, Taxation
1993 — 1996
Samford, Cumberland School of Law
Juris Doctor
1989 — 1993
Western Carolina University
bs, Economics
SKILLS
Wealth Management ServicesReal EstatePortfolio ManagementEstate PlanningRetirement PlanningInvestmentsAsset ManagementFinancial PlanningStrategic Financial PlanningFinancial ServicesInvestment AdvisoryWealth ManagementAsset AllocationRisk Management
ABOUT SHANNON ELLIOTTE
Family Wealth Advisor at Colony Family Offices
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