Shannon Smith, CFP ®, AWMA ®

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Shannon-Smith

Shannon Smith, CFP ®, AWMA ®

Director of Planning & Client Experience

As a Director of Financial Planning and Client Experience, Shannon is responsible for the development and execution of financial planning initiatives and client communication strategies.  Utilizing her extensive experience and technical skillset as a CERTIFIED FINANCIAL PLANNER™, she advises clients on a variety of wealth challenges and helps provide customized financial solutions based upon the client’s unique needs.  Her detail-oriented and disciplined approach helps take the complexities out of the financial world, giving clients peace of mind and back time for what matters most to them.

Shannon joined Pallas Capital Advisors in 2021 after working at UBS Financial Services since 2006.  While there, she served as an Account Vice President and Financial Advisor for The Cullen Wealth Management Group. Prior to being an advisor, she was the Wealth Planning Analyst for the Boston Complex at UBS.

Shannon has earned the prestigious designation of CERTIFIED FINANCIAL PLANNER™ and Accredited Wealth Management Advisor ®.  Shannon graduated from Boston University with a B.S. in Business Administration.

Outside of Pallas, Shannon enjoys traveling and skiing in her spare time. She, along with her husband, Jason, and son, Logan, live in Newburyport, MA.

Shannon is not registered with Triad Advisors, LLC.

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