RWA Wealth Partners
Shannon Robey is a skilled professional with experience in financial operations and trading analysis. They have worked at RWA Wealth Partners as a Senior Operations & Trading Analyst, managing various tasks related to account balances, trading strategies, and account maintenance. Prior to this role, they worked at State Street where they established strong client relationships and managed trade and cash movements. They hold a Bachelor's degree in Mathematics from Bridgewater State University. At TD Bank, they started as a Teller II and have progressed in their career to various levels of Operations Specialist roles.
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RWA Wealth Partners
RWA Wealth Partners offers a boutique experience like no other and is distinguished in many ways, especially by the integration and combination of advanced financial planning services and wealth management offerings that few can match. And as a fee-only fiduciary, the advice you get is always in your best interest. As your wealth grows, so does the complexity of managing it. Your advisor and team of professionals are in lockstep with your goals and the future you seek. Our process is designed to help preserve and enhance the wealth and well-being of your family so you can forge ahead more confidently.