A Name You Can Trust: Who Is Shannon Reardon Swanick?
When it comes to financial expertise blended with community-minded leadership, Shannon Reardon Swanick stands out as a model of excellence. Her name has become synonymous with professionalism, integrity, and dedication in both the financial world and community service. With over two decades of real-world experience across various financial institutions, she has not only guided countless clients toward financial success but has also made a lasting impact through her outreach efforts.
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Building a Career Brick by Brick: The Finance Journey
Shannon Reardon Swanick career began in 1998 at MetLife Securities Inc. and Metropolitan Life Insurance Company. These foundational roles provided her the skills and industry understanding necessary for a long-lasting career in financial advising. Her early career was marked by strong client relationships, sound investment strategies, and a sharp eye for market trends.
Between 2001 and 2007, she expanded her reach by joining Banc of America Investment Services, Inc. in Atlanta, Georgia. Here, she strengthened her advisory skills and helped clients navigate uncertain economic climates. Her commitment to personalized service and data-driven decision-making distinguished her as a reliable advisor in a highly competitive field.
By 2007, Shannon Reardon Swanick moved to Wells Fargo Advisors, LLC, where she continued to thrive until 2013. With each step forward, she took on greater responsibilities and complex portfolios, managing high-value clients with precision and care. Her role required not just technical knowledge but also an ability to listen, advise, and guide — qualities she mastered during this period.

Expertise Beyond Numbers: Her Role as a Private Wealth Leader
From 2013 to 2019, Shannon reached a new professional height as the Senior Vice President and Lead Advisor in Private Wealth Management at SunTrust Investment Services, Inc. In this position, she catered to high-net-worth individuals and business owners. Her strategic financial planning, succession consulting, and asset management services helped clients achieve long-term stability and legacy planning.
In 2020, she joined BMO Harris Financial Advisors, Inc. as Director and Private Wealth Advisor. Here, she brought her expertise to a broader base of clientele, managing diverse financial needs with skill and foresight. Her ability to see both the big picture and the small details made her invaluable in creating custom wealth solutions.
By 2024, her journey took another exciting turn as she became a Bank Associate at Pinnacle Bank and an Advisor at Pinnacle Asset Management. These roles highlight her adaptability and continuous growth in a dynamic industry. At every stage, she has demonstrated financial insight, client-first ethics, and a results-oriented mindset.
A Leader With a Purpose: Her Values and Vision
What makes Shannon Reardon Swanick truly unique is her deep sense of purpose. She is not just a professional aiming for the top — she is a mentor, a community builder, and an advocate for sustainable, ethical finance. She brings a human-centered approach to her work, believing that finance should not just be about profits but about people.
Shannon’s leadership style focuses on mentoring new professionals in the industry, especially women seeking to carve their own paths. She values empowerment, continuous learning, and integrity — and she instills these principles in every team she leads. Her ability to inspire trust while delivering results makes her a respected voice in the world of finance.

Giving Back Matters: Community and Education Advocacy
Shannon Reardon Swanick has never limited her contributions to boardrooms and client meetings. Her passion for giving back is evident through her active participation in community organizations, particularly those focused on education, financial literacy, and women’s empowerment.
She has worked closely with local schools and nonprofits to bring financial education to underserved communities. By organizing events, providing resources, and speaking to youth, she opens doors for those who might otherwise be left behind. Her goal is clear: to create access and opportunities for everyone, regardless of their background.
Overcoming Challenges With Confidence
Like any trailblazer, Shannon has faced her share of challenges. Whether it’s navigating volatile markets or addressing gender gaps in the finance industry, she has handled each situation with resilience. Her response to adversity is rooted in preparation, adaptability, and a commitment to excellence.
She understands that success is not just about good times but also about navigating setbacks with clarity and strength. This mindset has helped her build long-term relationships with clients who trust her to steer them through both growth and uncertainty.

What’s Next for Shannon Reardon Swanick?
Looking to the future, Shannon Reardon Swanick shows no signs of slowing down. She continues to explore innovative approaches in finance while also expanding her reach as a mentor and educator. She aims to further her work in eco-friendly business practices, understanding that sustainability and financial health must go hand in hand.
Her plans include launching more community-based programs focused on financial independence, supporting young entrepreneurs, and developing training modules for future advisors. Through these efforts, she remains dedicated to shaping a smarter, more inclusive financial future.
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Final Thoughts: Why Shannon Reardon Swanick Stands Out
In a fast-paced, often impersonal industry, Shannon Reardon Swanick brings a breath of fresh air. She combines expertise with empathy, performance with purpose, and professionalism with a personal touch. Her story is not just one of career success, but of meaningful impact.
From Wall Street strategies to Main Street communities, her influence is felt wherever she goes. Whether you’re seeking financial guidance or inspiration from a leader who truly walks the talk, Shannon Reardon Swanick is a name worth knowing.