How I Can Help You
Shannon Gillis helps high-net-worth individuals and families create personalized wealth management strategies designed to provide clarity and confidence. He specializes in guiding clients through complex financial situations—such as executive transitions or divorce—while focusing on seeking long-term wealth preservation and growth.
What Makes Me Knowledgeable
With over 18 years of experience in the financial services industry, Shannon brings deep expertise in comprehensive planning and asset management. As the former Lead Wealth Specialist at Victory Capital, he led initiatives centered on client-focused strategies and innovative financial services. Shannon holds FINRA Series 7, 63, 65, and 24 licenses with LPL Financial, reflecting a strong foundation in regulatory requirements and practical application.
Getting to Know Me
Based in Texas, Shannon is passionate about building strong relationships and helping families pursue financial security. Outside of his professional work, he is the author of The Traveler, a fictional novel, and actively participates in discussions about market trends, ETFs, and the evolving landscape of wealth management. His approach combines professional expertise with a personal touch in every client interaction.
