Shannon Reardon Swanick is a well-known name in wealth management and private banking in the United States. With more than twenty years of experience, she has helped families, business owners, and nonprofits make smart financial choices. Her work has connected her with big institutions like Wilmington Trust, BMO Harris, and SunTrust Bank. Many people also know her as Shannon Swanick, which is another form of her professional name.
Quick Bio of Shannon Reardon Swanick
| Category | Details |
|---|---|
| Full Name | Shannon Reardon Swanick |
| Also Known As | Shannon Swanick |
| Other Record Name | Shannon Paige Reardon |
| Profession | Senior Wealth Advisor |
| Industry | Wealth Management / Private Banking |
| Experience | 20+ Years |
| Key Roles | SunTrust Bank, BMO Harris, Wilmington Trust |
| Specialties | Investments, Estate Planning, Trust Services |
| Clients | Families, Business Owners, Nonprofits |
| Location | Atlanta, Georgia, USA |
| Achievements | Senior Vice President in multiple banks |
| Known For | Building long-term client trust |
Early Life and Education
Details about the private life of Shannon Reardon Swanick are limited, but her career shows clear signs of strong education and financial training. Advisors like her usually complete advanced studies in business, economics, or finance. This background builds a base to guide clients on investments, estate planning, and trusts. What is clear is that her path into financial services prepared her for a long journey of trust and leadership.
Start in Wealth Management
Shannon Reardon Swanick started her career in private banking. In those early years, she learned how to manage client portfolios and build strategies for both individuals and companies. She focused on giving personal attention and creating long-term financial plans. This human-centered approach helped her grow into higher roles. Many clients still value how Shannon Swanick always listens before suggesting solutions.
Career at SunTrust Bank
One of the key steps in her career was at SunTrust Bank. Here, Shannon Reardon Swanick served as a Senior Vice President and Lead Advisor. She worked in the Business Owner Specialty Group, which gave her experience in helping entrepreneurs with unique money challenges. At SunTrust, she guided clients on investments, retirement, and succession planning. For many, this was the time when she showed her strength as a trusted wealth partner.
Experience with BMO Harris
After SunTrust, Shannon Reardon Swanick moved to BMO Harris Bank. There she became a Director and Private Wealth Advisor. This role was important because she worked with high-net-worth clients who needed advanced solutions. Shannon Swanick designed strategies that included estate planning, charitable giving, and family office services. Her ability to combine numbers with personal goals made her stand out among other advisors.
Senior Role at Wilmington Trust
A major point in her professional life came when Wilmington Trust hired Shannon Reardon Swanick as Senior Wealth Advisor and Senior Vice President. This position in the Atlanta office focused on wealthy families, entrepreneurs, and nonprofits in the Southeast. She helped clients with complex financial plans that included investments, trust management, and tax planning. For many, this was proof that Shannon Swanick had reached the top level of financial advising.
Services and Expertise
In all her roles, Shannon Reardon Swanick has shown a wide range of skills. She works with investment management, trust and estate planning, and private banking. Her focus is to balance short-term needs with long-term goals. Clients know her for explaining complex topics in simple words. This style makes people feel comfortable and ready to make big financial choices.
Client Focus
The clients of Shannon Reardon Swanick include business owners, wealthy families, and nonprofit organizations. She understands that every client is different. For a family, the goal may be saving for education. For a business owner, the goal may be selling the company or planning retirement. For nonprofits, the focus may be on managing endowments. In each case, Shannon Swanick builds a unique strategy that matches the client’s dreams.
Professional Identity
Regulator records list her as Shannon Paige Reardon and also as Shannon Reardon Swanick. This shows that both names are linked to the same financial professional. Many clients and media sources use the shorter version, Shannon Swanick, but both forms connect to her long career in financial services. Having a strong public record is important because it builds trust with clients.
Skills in Relationship Management
One reason Shannon Reardon Swanick has been successful is her ability to build strong relationships. Wealth management is not only about numbers. It is also about trust and understanding. Over more than two decades, she has developed deep connections with clients, guiding them through market changes, family transitions, and personal goals. People see Shannon Swanick not just as an advisor, but as a long-term partner.
Achievements and Recognition
The career of Shannon Reardon Swanick shows consistent achievement. Reaching the level of Senior Vice President at multiple banks is rare. She has been trusted to handle complex cases and high-value portfolios. Each new role added to her reputation as a skilled and reliable professional. Her achievements also highlight the growing role of women leaders in the financial industry.
Online Presence
Shannon Reardon Swanick also appears in corporate news, LinkedIn updates, and regulatory filings. Many online directories show her as a key professional in wealth management. While some blogs may confuse her with others, the official records confirm her as a senior advisor. Clients who want to learn more about Shannon Swanick can always check regulator websites for updated information.
Work Philosophy
The guiding idea of Shannon Reardon Swanick is that wealth advice should be personal. She believes financial success is not just about money—it is about goals, values, and family. This philosophy helps her connect with clients on a human level. Instead of giving general advice, she creates plans that fit each client’s story. This human approach is one reason many people stay with Shannon Swanick for years.
Challenges and Growth
Like all professionals in finance, Shannon Reardon Swanick has worked through times of market change. Events like the 2008 financial crisis and the COVID-19 pandemic tested advisors worldwide. By guiding clients during such hard times, Shannon Swanick showed resilience and skill. Each challenge became a chance to grow and improve her methods.
Contribution to the Community
Beyond individual clients, Shannon Reardon Swanick has also worked with nonprofits and community foundations. Helping these groups manage funds means supporting education, health, and cultural projects. In this way, her financial advice also impacts society in a positive way. Clients see Shannon Swanick as someone who understands both personal and community wealth.
Future Outlook
With her strong background and reputation, Shannon Reardon Swanick is likely to continue influencing wealth management in the Southeast. As the needs of clients change, especially with new generations, her ability to adapt will remain important. The demand for clear, personal advice will keep Shannon Swanick at the center of financial services.
Frequently Asked Questions
Q1. Who is Shannon Reardon Swanick?
Shannon Reardon Swanick is a wealth management professional with over 20 years of experience helping families, businesses, and nonprofits manage their financial goals.
Q2. What is Shannon Reardon Swanick known for?
She is known for her roles at SunTrust Bank, BMO Harris, and Wilmington Trust, where she worked with high-net-worth clients and nonprofits.
Q3. Is Shannon Swanick the same as Shannon Reardon Swanick?
Yes, Shannon Swanick is a shorter version of her name, but both names refer to the same financial advisor and leader.
Q4. What services does Shannon Reardon Swanick offer?
Her expertise includes investment management, estate planning, trust services, private banking, and nonprofit endowment management.
Q5. Where has Shannon Reardon Swanick worked?
She has worked with SunTrust Bank, BMO Harris Bank, and Wilmington Trust, mainly focusing on clients in the Southeast U.S.
Final Thoughts
The life and career of Shannon Reardon Swanick show the journey of a trusted financial professional. From SunTrust to BMO Harris to Wilmington Trust, she has built a record of helping clients achieve long-term goals. Known also as Shannon Swanick, she stands as an example of leadership, trust, and care in wealth management. Her story is not only about money—it is about people, relationships, and a lasting impact.
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