Partner | Wealth Manager Shannon Avery AAMS® operates her independent Kingsview Partners practice in Greensboro, North Carolina. She holds a Business Administration and Management degree from Utah’s Western Governor’s University and began her work in the financial field in 1993, returning to wealth management in 2016 after a long break to raise a family.
Professional Philosophy
As a fiduciary, Shannon places her clients’ best interests at the forefront of her practice. “Finances often stir up strong emotions, influencing our decisions in profound ways. As someone who approaches financial matters with discipline and a steady hand, I help maintain clarity amidst the noise of emotions”, says Shannon. “My role is more than managing numbers; it’s also about providing a calming presence, offering rational guidance, and ensuring that my clients make informed decisions aligned with their long-term objectives.”
Collaborative Partnerships
With a highly collaborative approach, Shannon builds enduring partnerships based on trust and accountability, ensuring each client receives personalized strategies aligned with their specific goals. She is particularly interested in supporting bloggers and influencers nationwide and offers tailored guidance to help them navigate fluctuating income streams, organize their finances, and mitigate tax liabilities.
Sense of Duty
Shannon also holds a profound sense of patriotism, instilled by her family’s ties to the military. This commitment to freedom and service informs her interactions within and beyond the financial realm. “I recognize the importance of discipline and duty, not only in service to our country but also in guiding individuals toward financial security, and I take that responsibility seriously.”
Personal Pursuits
In her leisure time, Shannon enjoys a variety of interests, including travel, playing the piano, singing, and genealogy. However, her greatest joy stems from her role as wife, mother to six children, and “Mimi” to five beloved grandchildren.