The newest member of The PS Group is Shannon Burgess. She brings many years of experience in the financial and client service industry. Shannon’s first job was in a small, local bank where client relationships were very personal. This led her further into the financial field and wealth management. Her passion is working with clients and their families by providing personal service and building strong relationships. Our clients are a privilege to serve and the lifeblood of our team and we are here to provide the best experience we can.
Shannon grew up in Greenville and feels blessed to call the Upstate home. She holds a degree in Business Administration from The College of Charleston, South Carolina Life Insurance license and the FINRA Series 66 and 7 licenses.
Shannon and her husband, Mike, have 3 children – Sable, Griffin and Paris as well as the newest family addition, Whaley, a mini golden doodle. They are members of Grace Church where they have been active in children’s ministry. Outside of work, you can find them boating on Lake Keowee, at their gym crossfitting or working in their yard.
Click here to view this investment professional’s profile on FINRA’s BrokerCheck.