Shannon Hill

Shannon Hill
Vice President Financial Consultant Truist Investment Services, Inc.
The Edgewater Group of Truist Investment Services, Inc.

2305 Edgewater Dr

Suite A,

Orlando, FL 32804

About me

Background

Shannon Hill is a financial consultant with over 12 years of dedicated service in the banking industry. She specializes in comprehensive financial planning, investment management, and retirement planning strategies. Shannon is deeply committed to helping her clients address their financial potential, providing a personalized investment experience and cultivating meaningful relationships built on trust and understanding. She believes that financial wellness can be strived for by empowering her clients to make informed decisions.

 Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

Bachelor of Science - Finance
University of Central Florida 2012 2014

Specialties

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • Top-notch service delivery and support for the private banking needs of business-owners

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

Locations

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