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Shannon insurance group ******* The Shannon Group at Morgan Stanley Our Mission Statement Financial Planning 1 Wealth Management 2 Estate Planning Strategies 3 Business Succession Planning 4 Retirement Planning 5 401(k) Rollovers Sustainable Investing 6 529 Plans 7 Alternative Investments 8 Fixed Income 9 Corporate Bonds 10 Municipal Bonds 11 Annuities 12 Asset Management 13 Business Planning 14 Endowments and Foundations 15 I am very pleased to introduce a new partner to our wealth management team, my son Patrick Shannon, Jr. As the financial industry dynamics continue to evolve, I am confident Pat’s education and experience – along with his generational familiarity with fast-paced tech innovations and virtual connections – will help our team continue to address the needs of our clients. Following his 2010 college graduation, Pat entered the industry as a fourth-generation financial services professional; at Franklin Templeton Investments he worked primaril...
