Broker Check
Shannon Boyle, CFP®

Shannon Boyle, CFP®

Financial Advisor

With a bachelor’s in Theater and Communication, I never expected to fall in love with this industry the way I have. After earning my series 7, 66 and supervisory 9/10 licenses. This passion drove me to complete my Certified Financial Planners designation. For 50 years, the Certified Financial Planner certification has been the standard for financial planners. Before partnering with Evershore, I spent the first ten years of my career with Charles Schwab working with clients of all ages, in various stages of their financial planning life cycle; from clients just getting started to high-net-worth individuals.

Planning is my primary focus as an advisor and where I can offer the most value as well. I know exactly how I want my clients to be treated: there is nothing more important to me than making sure the wealth you’ve accumulated is cared for as if you were my own kin. I am excited see the dreams and plans you’ve made for yourself come to fruition for you and your family. I am especially passionate about supporting the dreams of women and the LGBTQ+ community and I strive to be a safe space for everyone.

With a focus on financial planning in addition to asset management, I’m able to help my clients plan for retirement, education, taxes, risk management and trust and estate preparation. We will explore what to do if something unexpected happens and plan for many of life’s eventualities together. I’ll do my best to make sure the dreams you hoped for as you were saving come true. I look forward to building these relationships with you and celebrating the successes and milestones along our journey together. I am so fortunate to embark on this rewarding and fulfilling path with you and your family.

On a personal note, I am a huge fan of Broadway, Halloween Horror Nights at Universal, Taylor Swift and planning travel all over the world. My husband also works in the securities industry in risk management, and we live with our puppies and kitty in Apopka, Florida.

For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.