Associate Investment Advisor
Shannon McDonough, MBA, CFP® is primarily responsible for client day to day service, which includes being available to answer questions involving anything financial. She assists the Principal in financial planning and portfolio management of all account types in addition to performing client account reviews. She is in charge of data gathering and internal portfolio analysis.
Prior to joining the McDonough Capital Team, Shannon worked at a software company as both an Analyst and as a Project Manager. Shannon graduated from the Crummer Graduate School of Business MBA program in 2019. Prior to her MBA she attended Rollin’s College, earning a degree in both Economics and Spanish, all while earning a 4 year starting MVP position on the volleyball team.
Shannon maintains her CFP® certification, SIE, Series 65, Series 7, Series 63, and Florida 2-15 Life, Health and Variable Annuity license. She is also a notary public for the state of Florida. She resides in the Winter Park area with our Chief Comfort Officer dog Skittles.
“CFP Board owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the U.S.”