Shannon Frady

Registered Client Service Associate
icon

Shannon Frady

Registered Client Service Associate

Shannon Frady has been with Allen & Company since 2016 and serves as a Registered Client Service Associate for the Greenhow-Steedley Team.

Included in her 17 year career in the financial services industry, During this time she attended University of Florida for Florida Banker’s School, attended numerous classes provided by Florida Banker’s Association at University of Central Florida, and obtained Branch Manager’s Certification through Florida Banker’s Association.

In addition to researching new investment opportunities for clients and prospective clients, she assists in portfolio construction by performing asset allocations as well as performance valuations, and executing and rebalancing client investment portfolios.

 

She currently holds the Series 7 securities registration.

Contact Shannon