Shannon M. Sutherland
Wealth Advisor, CEO @Simple Impact Llc Investments 775 902-2400
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WORK HISTORY
Wealth Advisor, CEO @Simple Impact Llc Investments 775 902-2400
Simple Impact LLC is a certified woman-owned small business enterprise partnered with Commonwealth Financial Network (Waltham Massachusetts). We serve our community by providing advice and retirement tools and investment accounts for individuals and businesses (IRA, Trusts, 401k, and more). We are tech savvy with streamlined processes. Recommendations are unbiased and emotionally independent. Second opinion reviews of investments for a loved one. Some call it Green investing- We are passionate for corporate integrity, transparency, and sportsmanship. We invest alongside our clientele. Your success is our success. We can offer fee-only arrangements, hourly, and/or blended fee schedules based on the assets directly managed. Simple Impact LLC is a branch office backed by the nation’s largest privately held broker-dealer, Commonwealth Financial Network, founded in 1979. With approximately 1,700 producing advisors and a support staff of 773; Commonwealth advisors combined account assets are approximately $100 billion with $1 billion in revenues in 2015. Commonwealth is headquartered in Waltham, MA and San Diego, CA.*This communication is strictly intended for individuals residing in the states of AZ, CA, CO, DC, FL, LA, ME, MN, NJ, NV, OR, PA, & TX No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Please review our Terms of Use here:
SKILLS
ABOUT SHANNON M. SUTHERLAND
My superhero skill is my transcendent ability to observe random information and connect…
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