Shannon Reardon Swanick is a financial advisor with over 26 years of experience in wealth management and private banking. She currently serves at Pinnacle Bank and Pinnacle Asset Management in Atlanta, Georgia, specializing in portfolio management, retirement planning, and estate planning for high-net-worth clients and business owners.
Who Is Shannon Reardon Swanick
Shannon Reardon Swanick has built a reputation as a trusted financial advisor in the wealth management industry. Since 1998, she has worked with some of the country’s leading financial institutions, helping clients plan for retirement, manage complex portfolios, and build long-term wealth strategies.
She currently works at Pinnacle Bank in Atlanta, Georgia, where she serves as both a Bank Associate and an Advisor at Pinnacle Asset Management. Her client base includes business owners, high-net-worth individuals, and families seeking personalized financial guidance.
People search for Shannon Reardon Swanick for several reasons. Some are potential clients researching her background and credentials before scheduling a consultation. Others may be verifying her employment history or professional licenses through regulatory databases like FINRA BrokerCheck. Her name also appears in discussions about experienced financial advisors in the Atlanta area.
Educational Foundation and Early Career
Shannon Reardon Swanick earned her bachelor’s degree from Ohio University, where she focused on business administration and finance. This academic foundation gave her the analytical skills and financial knowledge needed to succeed in the competitive world of wealth management.
She began her financial services career in 1998 with MetLife Securities Inc. and Metropolitan Life Insurance Company. These early positions introduced her to client advisory work, financial planning fundamentals, and the importance of understanding each client’s unique situation.
During these formative years, Shannon developed skills that would define her entire career. She learned how to translate complex financial concepts into clear language that clients could understand. She also discovered that successful wealth management requires more than just market knowledge. It demands genuine relationships built on trust and consistent communication.
Career Progression Through Major Financial Institutions
Shannon’s career path took her through several prestigious financial institutions, each adding new dimensions to her expertise.
From 2001 to 2007, she worked with Banc of America Investment Services in Atlanta. This role expanded her investment advisory skills and deepened her understanding of portfolio construction. She helped clients create wealth accumulation strategies while managing risk through diversification.
Her next move brought her to Wells Fargo Advisors, where she worked from 2007 to 2013. At Wells Fargo, she shifted focus toward private banking, working with affluent clients who needed comprehensive wealth management services. This period taught her the value of long-term client relationships and holistic financial planning.
Between 2013 and 2019, Shannon served as Senior Vice President and Lead Advisor in Private Wealth Management at SunTrust Investment Services. This role represented a significant career milestone. She worked closely with business owners and high-net-worth clients, creating customized strategies for wealth preservation, tax efficiency, and estate planning. Her ability to understand the specific challenges facing entrepreneurs and wealthy families became a defining strength.
She then joined BMO Harris Financial Advisors from 2020 to 2021, continuing her work in private wealth advisory before moving to her current position.
Current Role at Pinnacle Bank and Asset Management
In February 2024, Shannon Reardon Swanick joined Pinnacle Bank in Atlanta. She holds dual roles as a Bank Associate at Pinnacle Bank and an Advisor at Pinnacle Asset Management, the wealth management division of Pinnacle Financial Partners.
Pinnacle Asset Management operates through a partnership with Raymond James Financial Services, offering clients access to a wide range of investment products and services. This structure allows Shannon to provide comprehensive wealth management while drawing on the resources of a major financial services firm.
Her current work focuses on helping clients achieve their financial goals through personalized strategies. She works with individuals and families to create retirement plans, manage investment portfolios, and structure their wealth in tax-efficient ways. She also advises business owners on succession planning and strategies for protecting their business assets.
Areas of Expertise and Services
Shannon Reardon Swanick specializes in several core areas of wealth management.
Portfolio management sits at the center of her practice. She helps clients build diversified investment portfolios aligned with their risk tolerance, time horizon, and financial objectives. This involves selecting appropriate asset allocations, monitoring performance, and adjusting strategies as market conditions or client circumstances change.
Retirement planning forms another major component of her work. She guides clients through the complex decisions involved in preparing for retirement, including when to claim Social Security benefits, how to draw down retirement accounts efficiently, and how to structure income streams that will last throughout retirement.
Estate planning requires careful coordination with attorneys and tax professionals. Shannon helps clients think through how they want to transfer wealth to future generations, minimize estate taxes, and ensure their assets are distributed according to their wishes.
Tax-efficient investing strategies can make a significant difference in long-term wealth accumulation. Shannon works to structure portfolios in ways that minimize unnecessary tax burdens, taking advantage of tax-loss harvesting, strategic asset location, and other techniques.
Her dual registration as both an investment adviser representative and a broker provides flexibility in how she serves clients. As a registered investment adviser, she can provide ongoing portfolio management services for a fee. As a broker, she can also execute specific transactions when that structure better serves a client’s needs.
Professional Certifications and Credentials
Shannon Reardon Swanick holds multiple securities licenses that demonstrate her qualifications to provide comprehensive financial services.
Her FINRA registrations include Series 6, Series 7, Series 63, Series 65, and Series 66 licenses. Each of these certifications requires passing rigorous examinations that test knowledge of securities regulations, investment products, and ethical standards.
The Series 7 license, often called the General Securities Representative license, allows her to trade a wide range of securities products. The Series 65 and 66 licenses qualify her to provide investment advisory services. These credentials matter because they show she has met regulatory requirements and maintained good standing with FINRA, the organization that oversees broker-dealers and investment professionals.
Clients can verify Shannon’s credentials and employment history through FINRA BrokerCheck, a free tool that provides transparency about financial professionals’ backgrounds, licenses, and any regulatory actions or customer complaints.
Community Leadership and Involvement
Beyond her professional responsibilities, Shannon Reardon Swanick dedicates time to community service. Since January 2017, she has served as a board member of the Alpharetta Public Safety Foundation, a nonprofit organization based in Alpharetta, Georgia.
The foundation supports public safety initiatives in the local community, working to enhance the resources and capabilities of police, fire, and emergency services. Shannon’s involvement reflects a commitment to giving back to the community where she lives and works.
This balance between professional success and community engagement shows a dimension of her character that extends beyond financial expertise. Many clients value working with advisors who demonstrate civic responsibility and invest in their local communities.
What Sets Shannon Reardon Swanick Apart
Several factors distinguish Shannon Reardon Swanick in the competitive field of wealth management.
Her experience spans over two and a half decades and includes work at five major financial institutions. This breadth of experience means she has seen different market cycles, economic conditions, and industry changes. She has adapted to new regulations, technology platforms, and client expectations throughout her career.
Her client-centric approach prioritizes understanding each person’s unique situation before recommending strategies. She recognizes that effective wealth management requires more than applying generic formulas. It demands listening carefully to client goals, concerns, and values, then crafting personalized solutions that address their specific needs.
The progression of her career shows steady advancement and increasing responsibility. Moving from entry-level positions to senior roles at major institutions demonstrates her ability to deliver results and earn the trust of both clients and employers.
Her dual registration provides flexibility in serving clients through different service models, whether they prefer ongoing advisory relationships or transaction-based services.
Finally, her long tenure in the industry has allowed her to build deep expertise across multiple aspects of wealth management. From investment strategy to retirement planning to estate considerations, she brings a comprehensive perspective to client relationships.
For individuals and families in the Atlanta area seeking experienced financial guidance, Shannon Reardon Swanick represents a professional with proven credentials, extensive experience, and a track record of serving clients through various market environments. Her combination of technical expertise, interpersonal skills, and commitment to ethical service makes her a resource worth considering for those navigating complex financial decisions.
