Introduction: Who Is Shannon Reardon Swanick?
Shannon Reardon Swanick is a licensed financial advisor with a reputation for ethical investment guidance. She works at Swanick Wealth Group, where she leads with confidence, helping clients make informed financial decisions.
Her work in financial services has made her a trusted financial professional. Shannon also supports empowering women in finance, making her a key figure in the securities industry.
A Career Built on Ethics and Trust
Shannon’s journey in finance reflects professional conduct and strong client relationships. She focuses on building trust, not just growing numbers. That’s what makes her stand out in the investment advisor space.
Her clients benefit from investment transparency, clear goals, and ethical guidance. She believes in real change through responsible money management.
Advisor History and Background
To understand Shannon’s success, it helps to explore her advisor history. Her long-standing record is clear of major disciplinary records, showing she’s maintained compliance disclosure at every stage.
A background check Shannon Swanick would show a consistent commitment to client success. Her performance reflects honesty, not hype.
What Is Swanick Wealth Group?
Swanick Wealth Group is a respected advisory firm offering services like investment planning, asset management, and retirement solutions. Shannon is one of the leading minds behind their client strategies.
The firm supports transformative wealth strategies, helping people meet life goals through smart finance. It’s more than numbers—it’s about creating a legacy.
Regulated by FINRA and the SEC
As a registered representative, Shannon is regulated by both FINRA and the SEC. These bodies help ensure that advisors follow proper rules and practices in the broker-dealer environment.
Anyone can view her FINRA BrokerCheck report and SEC advisor profile online. These profiles prove she is a SEC regulated and fully compliant financial expert.
Real Estate Services and Broader Expertise
Besides wealth management, Shannon’s knowledge includes real estate services. Her experience across financial fields makes her a powerful resource for clients with diverse portfolios.
From buying property to building retirement plans, her guidance ensures solid investments across markets.
Strong Focus on Client Relationships
Shannon takes the time to know each client personally. Her investment strategy always aligns with individual needs. She treats each case with care, making her stand out among financial advisors.
This people-first mindset creates lasting relationships and improves financial confidence.
Shannon Reardon Swanick at a Glance
| Attribute | Details |
| Name | Shannon Reardon Swanick |
| Firm | Swanick Wealth Group |
| Title | Licensed Financial Advisor |
| Regulation | FINRA, SEC |
| Expertise | Investment Planning, Real Estate, Ethics |
| Public Profiles | FINRA BrokerCheck, SEC Advisor Summary |
| Known For | Empowering Women in Finance |
Why Compliance Disclosure Matters
In the finance world, compliance disclosure is essential. Shannon has always maintained clean records, making her a trusted financial professional in every sense.
Her transparency builds client trust, a must in today’s financial environment.
Empowering Women in Finance
Shannon supports empowering women in finance, opening doors for future leaders. Her work goes beyond dollars—it touches lives and uplifts communities.
She speaks at finance events, sharing her story to inspire others to join the field.
Professional Conduct in Action
Many advisors say they care, but Shannon shows it. Her professional conduct and respect for rules have earned her praise from clients and peers alike.
This conduct is documented in her advisor summary, available on public financial databases.
A Leader in Community Financial Leadership
Shannon also shines in community financial leadership. She volunteers and educates people on financial basics, making finance less scary for everyday families.
This work proves she isn’t just a financial advisor—she’s a true leader.
Investment Planning with Transparency
When it comes to investment planning, Shannon offers investment transparency that’s rare in the industry. She breaks down complex ideas into easy steps for her clients.
She listens first, then builds a plan based on real goals, not generic products.
What Makes Her Different?
Let’s explore what sets Shannon apart in bullet points:
- ✅ Ethical investment guidance
- ✅ Strong client relationships
- ✅ Regulated by FINRA and SEC
- ✅ Supporter of women in finance
- ✅ Expert in real estate and wealth planning
How to View Her Broker Profile
Want to check her credentials? You can easily find her broker profile by visiting:
- FINRA BrokerCheck
- SEC Advisor Info
These profiles show her full record, past employers, and any regulatory actions if they existed (hers are clean!).
Conclusion: A Trusted Leader in Finance
Shannon Reardon Swanick is more than just a name in finance. She’s a leader in financial services who delivers with ethics, clarity, and results. With her at the helm of Swanick Wealth Group, clients know they’re in trusted hands.
Whether you’re new to investing or planning for retirement, Shannon’s approach offers transformative wealth strategies that help you reach financial peace of mind. She proves that empowering financial leadership is possible—one plan, one person at a time.
