Shannon Reardon Swanick is a respected name in the financial world, especially known for her long-standing work in wealth management and financial planning. She has built a career over more than two decades by helping individuals and families manage their money wisely. People often recognize her for her honest advice, strong work ethic, and the way she truly listens to her clients. With her experience across major financial institutions, she stands out as a professional who not only understands finance but also builds lasting relationships with those she serves.
What sets Shannon Reardon Swanick apart is her passion for creating financial plans that make sense for everyday people. She doesn’t believe in complicated advice or fancy jargon. Instead, she works hard to explain things clearly so her clients can make confident decisions. She has worked at several large firms including MetLife, Wells Fargo, and BMO Harris before joining Pinnacle Bank under the umbrella of Raymond James. Her dedication and clarity have made her a trusted advisor in a field where trust is everything.
Table of Contents
Early Life and Educational Background
While many professionals in finance focus only on numbers, Shannon’s story starts with strong family values and a drive to help others. From an early age, she learned the importance of planning ahead, saving money, and being responsible. These lessons shaped the way she approaches her work today. Her childhood and early life gave her the determination and heart that make her more than just a financial advisor.
Her education played a big role in shaping her career path. Shannon Reardon Swanick studied finance and economics with a deep interest in how money can empower people. She took those lessons and applied them to the real world, always trying to make things simpler for her clients. Her strong academic foundation gave her the tools she needed, but it’s her empathy and people-first mindset that truly define her professional character.
Career Highlights
| Aspect | Detail |
|---|---|
| Name | Shannon Reardon Swanick |
| Industry | Financial Services / Wealth Management |
| Experience | Over 20 years |
| Notable Firms | MetLife, Wells Fargo, BMO Harris, Pinnacle Bank |
| Current Affiliation | Pinnacles Asset Mgmt. / Raymond James |
Professional Journey and Achievements
Shannon Reardon Swanick started her career in 1998 with MetLife and MetLife Securities. From there, her path moved through some of the biggest names in the finance world. At each step, she gained more experience and developed her personal approach—focusing on individual needs rather than one-size-fits-all solutions. Her work at Wells Fargo and SunTrust gave her insight into larger financial systems, while her time at BMO Harris allowed her to work closely with everyday clients.
Today, Shannon Reardon works with Pinnacles Asset Management, affiliated with Raymond James Financial Services and Pinnacle Bank. Her role involves guiding clients through retirement planning, investments, and long-term wealth strategies. She has been praised for blending technical financial knowledge with emotional intelligence, making her a rare and valuable voice in finance. Her reputation is built not just on results, but on the trust and confidence she inspires in those around her.
Current Roles
| Role | Description |
|---|---|
| Wealth Advisor | Offers tailored financial planning services |
| Client Focus | Individual investors and families |
| Specialty | Retirement, estate, and investment planning |
| Firm | Pinnacles Asset Mgmt. / Raymond James |
| Location | U.S.-based operations |
Leadership Philosophy and Mentorship
Shannon Reardon Swanick believes that true leadership is about service and connection, not just titles or power. She has built her career by leading with clarity, respect, and honesty. Her leadership style focuses on lifting others up, especially young professionals who are still learning the ropes. She understands that trust takes time and that good leadership means listening more than talking. Her coworkers and clients often describe her as someone who makes people feel seen, heard, and valued, even when talking about something as complex as finance.
Mentorship is a big part of how Shannon Reardon Swanick gives back to the industry. She works closely with newer advisors, especially women trying to find their place in a male-dominated field. She shares her experiences openly—both successes and mistakes—so others can learn and grow. Her goal is to help others become confident and independent leaders, not just followers. That’s why many who’ve worked with her say she’s not just a leader—they call her a guide, a coach, and a quiet force behind their success.
Community Engagement and Philanthropy
Beyond the world of finance, Shannon Reardon Swanick is deeply involved in helping her community. She believes financial education is a basic need and works to make financial knowledge more available to everyone. She supports programs that teach kids and adults how to manage money, avoid debt, and plan for the future. For her, this work is personal—it’s about giving people the same tools and knowledge that helped her succeed. Her efforts don’t just stop at writing checks; she gives her time, her voice, and her care to causes that matter.
Shannon Reardon Swanick also supports local organizations that focus on education and equal opportunity. Whether it’s helping schools, mentoring at-risk youth, or promoting financial literacy, she uses her skills to create lasting impact. She wants to be more than just a financial advisor—she wants to be someone who leaves every place better than she found it. That spirit of service shows in everything she does, from her job to her volunteer work. People around her see her as someone who genuinely wants to help others thrive.
Challenges and Resilience
Shannon’s journey hasn’t been without challenges. The financial industry is known for being fast-paced, demanding, and often dominated by men, especially in leadership roles. She had to work harder than many of her peers to prove her value, not just because of her gender, but because she chose to lead with compassion in an environment that often valued aggression. Early in her career, there were moments of doubt and pressure, but she turned those moments into learning experiences. She stayed focused, learned from every setback, and used criticism as fuel to grow stronger.
One of the reasons Shannon Reardon Swanick is respected today is because she never let obstacles define her. She built a name for herself not just through success, but through steady resilience. She kept showing up, delivering results, and supporting others, even when things were tough. Her story is a reminder that strength isn’t about being perfect—it’s about staying committed. Her resilience is now one of her greatest strengths, and many people look up to her as proof that with patience, integrity, and hard work, anyone can overcome even the toughest odds.
Legacy and Future Endeavors
Shannon Reardon Swanick is still actively shaping the world of finance, but her legacy is already being felt. She has influenced the lives of countless clients, team members, and young professionals through her thoughtful guidance and dedication. Her name is connected not just to smart financial planning, but to building trust and making money feel less scary for people. Many say that she changed the way they view their future—making them feel more secure, more empowered, and more hopeful. That kind of legacy doesn’t fade; it lives on in the decisions people make because of her advice.
Looking ahead, Shannon Reardon Swanick shows no signs of slowing down. She continues to work on expanding her outreach, especially in the area of financial literacy for underserved communities. Her focus is also on mentoring the next generation of advisors, helping them carry forward the same values that shaped her own career. She hopes to see an industry that is more inclusive, more transparent, and more caring. And through her current work and future plans, she’s making that dream a reality—one person, one client, and one conversation at a time.
FAQs
1. Who is Shannon Reardon Swanick?
Shannon Reardon is a financial advisor with over 20 years of experience in wealth management, known for her client-first approach.
2. Where does Shannon Reardon Swanick work now?
She currently works with Pinnacles Asset Management under Raymond James Financial Services and Pinnacle Bank.
3. What makes Shannon Reardon Swanick different?
She combines expert financial knowledge with honest, clear advice, focusing on trust, mentorship, and personalized planning.
4. Does she support community work?
Yes, she actively supports financial literacy programs and community education, using her skills to uplift others.
5. Is Shannon Reardon Swanick involved in mentorship?
Absolutely. She mentors many younger professionals in finance, especially women entering the industry, sharing her experience and leadership values.
