Shannon Armstrong
Client Services Manager
I am dedicated to helping individuals and families navigate the financial landscape with clarity and confidence as they work toward their long-term goals. I bring more than 30 years of experience in financial services, having held key roles at Morgan Stanley, UBS Financial Services, and DecisionPoint Financial.
My background spans client services and operations, including roles as a Senior Registered Client Services Associate, Branch Manager’s Assistant, and Director of Operations. This experience allows me to support clients and advisors with a thoughtful, detail-oriented approach and a strong commitment to service.
An Arizona native, I live in Gilbert with my two kitties Posey & Billie. I value time with my 2 adult children and 5 precious grandchildren and enjoy staying active through hiking, pickleball, the gym, and travel. I am fortunate to have a strong network of close girlfriends and travel partners, as well as a tight-knit work family that I value deeply.
Volunteering is important to me, and I am actively involved with my church and various humanitarian organizations.
A few experiences still on my bucket list include traveling to Italy, white water rafting, and hiking the Grand Canyon rim-to-rim.