International Assets Advisory
Shawnalee Woods has a diverse work experience. Shawnalee started their career in 1991 as an Accounting Assistant at Int'l Assets Holding Corp, where they handled payroll, accounts payable, GL entries, and daily balance reconciliation. Shawnalee later became a Special Projects Manager, responsible for setting up and implementing new systems and projects. After leaving, they joined Caveman Concepts in 2005 as an accountant and co-owner, managing incoming bills and payments, negotiating contracts, and handling accounts receivable and payable. In 2012, Shawnalee joined International Assets Advisory as an Accounting Associate, where they gained expertise in QuickBooks and Xtiva while working with commissions and expense allocation. Shawnalee then transitioned to the Operations department as a Branch Liaison and later worked as a Transition Specialist, assisting new representatives in bringing over their accounts smoothly. Shawnalee currently holds the position of VP Director of Branch Relations at International Assets Advisory. Overall, Shawnalee Woods has demonstrated a strong background in accounting, project management, and branch relations throughout their career.
Shawnalee Woods attended Valencia College from 1995 to 1999 but did not obtain a degree or focus on a specific field of study. Shawnalee then received their High School Diploma from Winter Park High School from 1986 to 1989. In terms of additional certifications, they obtained the Series 66 certification from FINRA in 2018, the Series 7 certification in 2017, and the 99 - Operations License from FINRA in 2014.
International Assets Advisory
International Assets Advisory, LLC, (“IAA”) is a full service brokerage and money management firm. IAA, founded in 1982, is registered under the Securities Act of 1934. From our offices in Orlando, we serve thousands of clients -- in Central Florida, throughout the country, and around the world. Our clients partner with a personal Financial Consultant, who constructs an investment strategy custom tailored to the unique needs of each client. We pride ourselves on our independent analysis and work with clients who seek to enhance their returns and lower their portfolio risk through global diversification and proper asset allocation strategies. At IAA Capital Markets, we pride ourselves in our tailored, personal approach to institutional investing and independent analysis as specialists in global financial markets. Further, our institutional clients benefit from access to a wide array of global investment opportunities. With Pershing (the industry's largest global business solutions provider) as our clearing agent, clients can be assured of access to the latest technology in trade execution and operational support. As specialists in global financial markets, we enable investors to capitalize on a wide array of investment opportunities around the world, including domestic and foreign stocks, bonds, mutual funds, options, insurance, annuities, sophisticated retirement and estate planning services.