Professional

Shannon graduated from Assumption College in Worcester, Massachusetts with a bachelor’s degree in Economics and English in 1997.  She continued her education at the University of South Florida, earning her Master of Business Administration with a focus in Finance and International Business in 2001.

 

Shannon’s professional career began at Gunn Allen Financial in Tampa, FL where she spent several years in various roles spanning operations, investment banking, product development, portfolio analysis, and marketing.  She joined Northwestern Mutual in 2004 as the Director of Training and Development in the Tampa, Florida office.  In 2005, Shannon experienced several milestone events including the birth of her first child, relocating back to the Boston area, and transitioning into an advisor role as the Investment and Planning Specialist for the downtown Boston office of Northwestern Mutual, then becoming a Wealth Management Advisor in 2006.

 

Committed to continuing her professional development, Shannon has earned credentials as a Certified Financial Planner®, Retirement Income Certified Professional®, and a Certified Divorce Financial Analyst®.

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame logo), which awards to individuals who successfully complete initial and ongoing certification requirements.

Shannon Ouellette

Shannon Ouellette, CFP®, RICP®, CDFA®

Wealth Management Advisor

 

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