SHANNON PETERSON, CRPC®, RICP®

Senior Financial Advisor

Senior Vice President - Investments

Address: 7 ST. PAUL STREET, 5TH FLOOR , BALTIMORE , MD 21202
Phone: 410-332-5054
Email: Shannon.Peterson@wellsfargo.com Compose mail in a new window

Tailored Financial Strategies. Personal Service.

My Associate(s): Donnell Wilson, Senior Registered Client Associate

My Experience

2012 - Present : Wells Fargo Advisors, Financial Advisor
2008 - 2012 : PNC Investments, Financial Advisor
2005 - 2008 : Ameriprise Financial, Financial Advisor

My Education & Credentials

Bachelor of Science in Mathematics - Univ. of Maryland Eastern Shore

My Areas of Focus

Advisory Services
Business Services
Education Funding & 529 Plans
Estate Planning Strategies
Insurance
IRAs & IRA Strategies
Retirement Planning

Securities Registered in the following states: CA, CT, DC, DE, FL, KY, MA, MD, MO, NC, NJ, NY, OH, PA, SC, TN, UT, VA, VI, WA, WV
Insurance licensed in the following states: CA (Lic. # 0M74764)
SHANNON PETERSON: Financial Advisor: Wells Fargo Clearing Services, LLC