Broker Check
<b>Shannon O'Connell<br/></b>Sr. Registered Client Associate

Shannon O'Connell
Sr. Registered Client Associate

(732) 978-4975

Shannon@RiversEdgeWealth.com

Shannon O’Connell started out as a Registered Client Associate at Wells Fargo servicing the clients of Tony Frigoletto and Jayeeta Choudhury for 15 years and now continues her role as a Sr. Registered Client Associate here at River’s Edge Wealth Partners. She came into this industry as a Teller at First Union at age 18 and worked her way up to a Service Specialist at Wells Fargo. 

Throughout her financial services career, Shannon has strived to help Advisors offer a holistic approach that honors the goals of their clients while planning for both the expected and unexpected challenges that come their way.  For Shannon, family truly comes first, so being a part of helping clients secure a financial future for themselves and their families is her passion. 

MORE ABOUT SHANNON

GO-TO FINANCIAL ADVICE

"Being able to buy it, and being able to afford it are two VERY different things."

Shannon and her late husband Jason were married 15 years. They have a son, JJ, and a daughter, Caity and a much-loved mutt named Murphy. She stays very busy taking the kids to various sports practices and games, getting together with friends and family and baking!  Recently, she turned her hobby for baking into a business called Sweet Nanas. 

Sonoma Theme JavaScript