Partner I Wealth Manager At Kingsview Partners
Current
Feb 2024 - Present
AeroLeads people directory · profile
Shannon Avery, Aams® Email & Phone Number
★The Financial Advisor for Bloggers★
at
Kingsview Partners
1 work email found
@edwardjones.com
3 phones found area 443 and 303
LinkedIn matched
4 data sources
Profile completeness 86%
Current company
Role
★The Financial Advisor for Bloggers★
Location
Greensboro, North Carolina, United States
Company size
Who is Shannon Avery, Aams®? Overview
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Quick answer
Shannon Avery, Aams® is listed as ★The Financial Advisor for Bloggers★ at Kingsview Partners, a company with 70 employees, based in Greensboro, North Carolina, United States. AeroLeads shows a work email signal at edwardjones.com, phone signal with area code 443, 303, and a matched LinkedIn profile for Shannon Avery, Aams®.
Shannon Avery, Aams® previously worked as Partner I Wealth Manager at Kingsview Partners at Kingsview Partners and Financial Advisor at Edward Jones.
Company email context
Email format at Kingsview Partners
This section adds company-level context without repeating Shannon Avery, Aams®'s masked contact details.
*@edwardjones.com
68% confidence
AeroLeads found 1 current-domain work email signal for Shannon Avery, Aams®. Compare company email patterns before reaching out.
Profile bio
About Shannon Avery, Aams®
As a fiduciary, I place my clients’ best interests at the forefront of my practice. Finances often stir up strong emotions, influencing our decisions in profound ways. As someone who approaches financial matters with discipline and a steady hand, I help maintain clarity amidst the noise of emotions. My role is more than managing numbers; it’s also about providing a calming presence, offering rational guidance, and ensuring that my clients make informed decisions aligned with their long-term objectives. A primary focus in my practice is working with bloggers and influencers across the country – food, lifestyle, health, DIY, beauty, self-improvement – you name it! I've spent years working with this niche of creative entrepreneurs, so I understand what they need, from a financial perspective, and how to help them organize and prioritize their financial picture and goals. Some common problems most bloggers and influencers encounter:• Fluctuating monthly income from ad revenue and sponsors• Disorganized finances• Hefty tax billsIf any of these things resonate with you, we need to talk!As a creative entrepreneur, sometimes you feel like you're on an island. But you're not alone! Over the years, I've built a network of professionals with whom I consult to make sure your needs are met. From CPAs who work with bloggers and influencers nationwide, to estate and business attorneys who understand and are experts in the industry, you can count on me to work in collaboration with your professional team, to make sure your bases are covered.
Listed skills include Retirement Planning, 401 Retirement Savings Plans, Investments, Education Savings, and 42 others.
Current workplace
Shannon Avery, Aams®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Kingsview Partners
6 roles · 17 years
Shannon Avery, Aams® work experience
A career timeline built from the work history available for this profile.
Financial Advisor
Work with individuals, families and businesses to create realistic financial goals, and implement personalized processes to accomplish them. Establish and manage personal and employer investment and retirement accounts. Create legacy strategies, utilize charitable giving and wealth transfer strategies, and work with tax and legal professionals to maximize.
2016 - Feb 2024
Business Solutions Consultant
Sonnenburg Consulting
Provided financial management and bookkeeping services for businesses and high income clients. Streamlined business processes and created ingenious branding, marketing, and advertising strategies for clients and companies of all types and sizes.
2013 - 2015
~2 yrs
Customer Commitment Crewmember - Recovery Specialist
Managed and resolved escalated customer concerns received at the executive level, including corporate, legal, medical, and ADA (American Disabilities Act) situations.
2009 - 2011
~2 yrs
Marketing Manager
Adams, Neal & Associates
Exponentially increased traffic to corporate websites through strategic marketing campaigns, writing corporate eBooks and web articles, and creating and managing corporate blogs. Hired, trained and managed marketing assistants, designers, and writers.
Oct 2007 - Jul 2009
Account Representative
Processed large, institutional retirement contributions. Opened retirement accounts, directed asset allocation, and initiated transfers of assets from other financial institutions.
Jun 1993 - Sep 1994
Team & coworkers
Colleagues at Kingsview Partners
Other employees you can reach at kingsviewam.com. View company contacts for 70 employees →
JT
Justin Troster
Colleague at Kingsview Partners
Amarillo, Texas, United States, United States
View →
AY
Alan Yakuboff
Colleague at Kingsview Partners
Woodbury, New York, United States, United States
View →
AP
Austin Pica
Colleague at Kingsview Partners
Fairfield, Connecticut, United States, United States
View →
AH
Anna Handza
Colleague at Kingsview Partners
Platte City, Missouri, United States, United States
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DB
Dixie Brown
Colleague at Kingsview Partners
Stoneville, North Carolina, United States, United States
View →
DD
Daniel Dixon, Cpfa®
Colleague at Kingsview Partners
Redding-Red Bluff Area, United States
View →
SM
Sonia Molina
Colleague at Kingsview Partners
Los Banos, California, United States, United States
View →
JB
Jacob Bauer
Colleague at Kingsview Partners
Greater Chicago Area, United States
View →
RL
Robert Lee
Colleague at Kingsview Partners
Pasadena, California, United States, United States
View →
RR
Robert Robinson
Colleague at Kingsview Partners
Casper, Wyoming, United States, United States
View →
Justin Troster
Colleague at Kingsview Partners
Amarillo, Texas, United States, United States
View →
AY
Alan Yakuboff
Colleague at Kingsview Partners
Woodbury, New York, United States, United States
View →
AP
Austin Pica
Colleague at Kingsview Partners
Fairfield, Connecticut, United States, United States
View →
AH
Anna Handza
Colleague at Kingsview Partners
Platte City, Missouri, United States, United States
View →
DB
Dixie Brown
Colleague at Kingsview Partners
Stoneville, North Carolina, United States, United States
View →
DD
Daniel Dixon, Cpfa®
Colleague at Kingsview Partners
Redding-Red Bluff Area, United States
View →
SM
Sonia Molina
Colleague at Kingsview Partners
Los Banos, California, United States, United States
View →
JB
Jacob Bauer
Colleague at Kingsview Partners
Greater Chicago Area, United States
View →
RL
Robert Lee
Colleague at Kingsview Partners
Pasadena, California, United States, United States
View →
RR
Robert Robinson
Colleague at Kingsview Partners
Casper, Wyoming, United States, United States
View →
FAQ
Frequently asked questions about Shannon Avery, Aams®
Quick answers generated from the profile data available on this page.
What company does Shannon Avery, Aams® work for?
Shannon Avery, Aams® works for Kingsview Partners.
What is Shannon Avery, Aams®'s role at Kingsview Partners?
Shannon Avery, Aams® is listed as ★The Financial Advisor for Bloggers★ at Kingsview Partners.
What is Shannon Avery, Aams®'s email address?
AeroLeads has found 1 work email signal at @edwardjones.com for Shannon Avery, Aams® at Kingsview Partners.
What is Shannon Avery, Aams®'s phone number?
AeroLeads has found 3 phone signal(s) with area code 443, 303 for Shannon Avery, Aams® at Kingsview Partners.
Where is Shannon Avery, Aams® based?
Shannon Avery, Aams® is based in Greensboro, North Carolina, United States while working with Kingsview Partners.
What companies has Shannon Avery, Aams® worked for?
Shannon Avery, Aams® has worked for Kingsview Partners, Edward Jones, Sonnenburg Consulting, Jetblue Airways, and Adams, Neal & Associates.
Who are Shannon Avery, Aams®'s colleagues at Kingsview Partners?
Shannon Avery, Aams®'s colleagues at Kingsview Partners include Justin Troster, Alan Yakuboff, Austin Pica, Anna Handza, and Dixie Brown.
How can I contact Shannon Avery, Aams®?
You can use AeroLeads to view verified contact signals for Shannon Avery, Aams® at Kingsview Partners, including work email, phone, and LinkedIn data when available.
What skills is Shannon Avery, Aams® known for?
Shannon Avery, Aams® is listed with skills including Retirement Planning, 401 Retirement Savings Plans, Investments, Education Savings, Traditional Ira, Roth Ira, Simple Ira, and Savings Accounts.
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