Shannon Needleman
Financial Planning Analyst @Civic Financial
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WORK HISTORY
Financial Planning Analyst @Civic Financial
Boston, MA, US
EDUCATION
Florida State University - Herbert Wertheim College of Business
Bachelor of Science (BS), Finance
SKILLS
ABOUT SHANNON NEEDLEMAN
I am a Financial Planning Analyst at Civic Financial, a multigenerational financial planning and wealth advisory firm with a mission to inspire financial confidence. Since joining Civic in 2021, I have helped to shape the high standard of planning work we provide our clients today. I am responsible for building and maintaining Civic’s library of intellectual capital. I sit alongside our clients and advisors throughout the financial planning process and work closely with Civic’s planning and investment teams to create comprehensive financial plans and deliver exceptional client service.
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