Shannon C. Barry is a founding Partner at Arbor Group Advisors with over 15 years of financial industry experience.
She started her career with a focus on corporate retirement planning. She works closely with business owners and key employees to establish new, and service existing, retirement plans. While acting in a fiduciary capacity, she works to ensure all plans remain compliant and continue to meet the needs of the organization and its employees.
Shannon’s drive to expand her scope of services to corporations and individuals alike has enabled her to expand her practice and create wholistic planning services for business owners and their employees.
Prior to joining Arbor Group Advisors, Shannon spent 10 years at Securities America working as the Associate Director of the Retirement Plan Division for the local branch office and 5 years at Oswald Financial working as a Senior Client Manager and Team Leader in the Retirement Plan Division.
Shannon obtained her Series 6 FINRA license and Life & Variable Annuity insurance license after graduating from Lakeland Community College.