Shannon Elliotte

Family Wealth Advisor @Colony Family Offices

Charlotte, NC, US
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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Shannon Elliotte — Family Wealth Advisor at Colony Family Offices in Charlotte, NC, US | Unifers