Survey Note: Comprehensive Overview of Shannon Reardon Swanick

This note provides a detailed examination of Shannon Reardon Swanick, based on available information from authoritative sources, focusing on her professional background, community contributions, and notable achievements. The analysis aims to offer a thorough understanding of her impact in both financial and social spheres, as of the current date, Monday, April 28, 2025.

Shannon Reardon Swanick is identified as a seasoned financial expert with nearly two decades of experience in wealth management and investment advisory. Her career is marked by significant contributions to the financial industry, showcasing strategic thinking and problem-solving skills. She has worked with leading financial institutions, including Bank of America, Wells Fargo, SunTrust, BMO Harris, and currently Pinnacle Bank & Pinnacle Asset Management. These affiliations underscore her expertise and adaptability in a competitive field.

Her professional journey began with a strong educational foundation, where she pursued studies in public policy, community development, and organizational leadership. She excelled academically and took on leadership roles in campus organizations, which laid the groundwork for her career. Early in her professional life, she joined financial firms, developing innovative solutions that streamlined operations and boosted company growth. By 2015, she was promoted to a senior position, where she spearheaded initiatives that enhanced organizational performance.

Shannon is registered as both an investment adviser and a broker, as evidenced by her listings on platforms like BrokerCheck and IAPD. Her dual registration highlights her versatility, allowing her to offer comprehensive financial planning services. She is known for delivering exceptional financial advice, helping individuals and businesses secure their financial futures through strategic guidance. Her thought leadership is further demonstrated through speaking engagements, webinars, and public speaking events, where she discusses financial trends, strategies, and ethical practices, contributing to industry discourse.

A table summarizing key aspects of her professional background is provided below:

Aspect	Details
Education	Studied public policy, community development, organizational leadership
Career Start	Early roles in financial firms, developed operational solutions
Prominent Affiliations	Bank of America, Wells Fargo, SunTrust, BMO Harris, Pinnacle Bank
Registration	Dual registration as investment adviser and broker
Thought Leadership	Speaking engagements, webinars on financial trends, ethical practices

Shannon Reardon Swanick’s commitment to community service is a defining aspect of her profile. She is actively involved in philanthropy and nonprofit initiatives, focusing on charitable causes in regions such as New York, Alpharetta, GA, and Roswell, GA. Her efforts are instrumental in fostering collaboration and mobilizing resources for various causes, including youth education, community outreach, and social equity.

Her community contributions extend to educational nonprofits and organizations that empower women, particularly through mentorship programs. She has participated in initiatives that bring resources and hope to underserved communities, advocating for educational equity, affordable housing, and youth leadership development. Shannon leads state-of-the-art community outreach programs, emphasizing integrity, accountability, and results, which have earned her recognition in public administration and policy development.

Notably, she is involved with the Alpharetta Public Safety Foundation, contributing to public safety and local law enforcement efforts. Her leadership in nonprofit projects supports local development and social equity, and she mentors others in the nonprofit sector, encouraging them to excel in their careers and create community impact. Additionally, Shannon has launched a foundation to support young innovators, particularly women and minorities, providing them with resources and mentorship to foster innovation and growth.

A detailed breakdown of her community contributions is presented in the following table:

Category	Details
Philanthropy Focus	Youth education, community outreach, social equity, public safety
Nonprofit Involvement	Educational nonprofits, women’s empowerment organizations, Alpharetta Public Safety Foundation
Advocacy Areas	Educational equity, affordable housing, youth leadership development
Mentorship	Guides young professionals, supports at-risk youth, creates programs for women in underprivileged areas
Innovative Initiatives	Launched foundation for young innovators, focusing on women and minorities

Shannon’s contributions have not gone unnoticed, as she has received several prestigious awards. These include the Community Builder Award, recognizing her efforts in fostering community development, and the Women in Innovation Fellowship, highlighting her leadership in innovative initiatives. She also received the Equity Leadership Honor and “Leader of the Year” for streamlining processes, underscoring her impact in both professional and community spheres.

These awards reflect her ability to balance professional excellence with a commitment to social good, positioning her as a role model in her field. Her vision for the future includes expanding philanthropic efforts to create long-term positive change, particularly in public safety and community development, ensuring a lasting legacy.

Shannon’s personal journey is shaped by a supportive family environment that nurtured her core values of integrity, leadership, and curiosity. Growing up, her father, a businessperson, taught her about leadership, while her mother, a former teacher, sparked her love for learning. These early influences are evident in her career and community work, where she demonstrates resilience, adaptability, and a forward-thinking approach.

Her story is one of perseverance and growth, from her early beginnings in marketing to overcoming challenges in the financial industry. Each phase of her journey offers valuable insights for aspiring professionals, emphasizing the importance of continuous learning and community engagement.

Shannon Reardon Swanick stands out as a remarkable figure, blending passion with perseverance in her professional and community roles. Her career in wealth management and investment advisory is complemented by a strong commitment to social causes, making her a respected leader in both spheres. As of April 28, 2025, her impact is evident through her affiliations with major financial institutions, her leadership in nonprofit initiatives, and her receipt of prestigious awards. Her ongoing efforts to support young innovators and advocate for social equity suggest a promising future for continued influence and positive change.