Shannon McDonough, MBA, CFP®, wealth advisor in Orlando, Florida

Shannon McDonoughWealth Advisor in Orlando, FloridaMBA • CFP®

Wealth Advisor • Financial Planning in Orlando, FL

A CERTIFIED FINANCIAL PLANNER™ professional helping equity-compensated professionals, executives, and retirees turn complex benefits into a clear, written plan for taxes, investments, and retirement income.

Schedule a Private Strategy Session Call 407-248-9647

CFP®

CERTIFIED FINANCIAL PLANNER™ professional

MBA

Crummer Graduate School of Business

Series 65 • 7 • 63

Plus SIE and Florida 2-15

Equity Comp

RSUs, options, and ESPP planning

Experience Backed By Results

Shannon McDonough, MBA, CFP® is primarily responsible for client day to day financial planning, which includes being available to assist clients in navigating complex financial decisions. 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. She specializes in assisting clients in navigating equity compensation plans, forward looking tax strategies, investment plans and retirement income plans.

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 Audubon Park area with her husband Alex, and their dog and cat.

Services Shannon Provides

Investment Planning

A portfolio built around your risk tolerance and time horizon, with attention to preservation of capital and tax efficiency.

Retirement Planning

Retirement planning in Orlando that connects what you accumulate during your working years to the income you draw later.

Tax Planning

Forward looking tax strategy, including how equity compensation, RSUs, and options land on your return year to year.

Roth Conversions

Analysis of whether converting makes sense for you, sized to your bracket and modeled across multiple years.

Estate Planning

Coordination of beneficiaries, titling, and account structure so your plan and your documents tell the same story.

Financial Second Opinion

A review of the plan you already have, with a clear read on what is working and what deserves another look.

Areas Shannon Serves

McDonough Capital Management is located at 6000 Turkey Lake Road in Southwest Orlando, minutes from Dr. Phillips and Sand Lake. Shannon meets with clients throughout the greater Orlando area, and she works with clients across the state of Florida and nationally through virtual meetings.

Orlando

Home base for the firm, and the center of a market full of corporate, healthcare, and hospitality professionals with equity compensation.

Winter Park

Established families and business owners weighing how to pass on what they have built without an unnecessary tax bill.

Dr. Phillips

Executives and physicians a short drive from the office, often holding restricted stock or a deferred compensation plan.

Windermere

High net worth households looking for coordinated investment, tax, and estate planning under one roof.

Lake Mary

Corporate professionals and engineers with employer stock plans and 401(k) balances that deserve a closer look.

Maitland

Professionals and pre-retirees in Maitland preparing for the transition from earning income to living on their investments.

Altamonte Springs

Retirees and corporate employees in Altamonte Springs consolidating accounts scattered across former employers.

Celebration

Retirees and second-home owners who want a written plan for income, taxes, and healthcare costs.

Oviedo and Winter Garden

Growing families balancing college funding, equity compensation, and early retirement saving.

Start With a Conversation

If you have equity compensation, a retirement date in view, or a plan you have never had a second set of eyes on, Shannon is glad to talk it through. No pressure, and no obligation to move anything.

Schedule a Private Strategy Session Email Shannon

McDonough Capital Management • 6000 Turkey Lake Road, Suite 212, Orlando, FL 32819 • 407-248-9647 • Fax 407-248-9755

Frequently Ask Questions

What are Shannon McDonough’s credentials?

Shannon holds the CFP® certification and is a CERTIFIED FINANCIAL PLANNER™ professional. She earned her MBA from the Crummer Graduate School of Business and holds degrees in Economics and Spanish from Rollins College. She also maintains the SIE, FINRA Series 65, Series 7, and Series 63, and a Florida 2-15 Life, Health and Variable Annuity license. She is a notary public for the state of Florida.

What does Shannon do at McDonough Capital Management?

Shannon is primarily responsible for client day to day financial planning and is available to help clients navigate complex financial decisions. She assists the Principal in financial planning and portfolio management across all account types, performs client account reviews, and handles data gathering and internal portfolio analysis. For most clients, she is the person they hear from most often.

Where is Shannon McDonough located and what areas does she serve?

Shannon works from McDonough Capital Management at 6000 Turkey Lake Road, Suite 212, Orlando, FL 32819, in Southwest Orlando near Dr. Phillips and Sand Lake. She meets with clients throughout the greater Orlando area, including Winter Park, Windermere, Lake Mary, Maitland, Altamonte Springs, Celebration, Oviedo, and Winter Garden, and she also works with clients across Florida and nationally through virtual meetings.

Does Shannon specialize in equity compensation planning?

Yes. Shannon specializes in helping clients navigate equity compensation plans alongside forward looking tax strategies, investment plans, and retirement income plans. That covers restricted stock, stock options, employee stock purchase plans, and the timing questions that come with them, including how a vesting or exercise decision affects your tax picture in the years around it.

Who does Shannon typically work with?

Shannon works with professionals and executives who hold equity compensation, along with pre-retirees and retirees who want a written plan for income and taxes. Many come to her with accounts spread across former employers, an employer stock plan they have never examined closely, or a retirement date in view and no clear withdrawal strategy. She is also conversational in Spanish.

How do I schedule a meeting with Shannon McDonough?

You can book a private strategy session directly through the scheduling link on this page, call the Orlando office at 407-248-9647, or email Shannon at shannon@mcdonoughcapital.com. The first conversation is an introduction, a chance to describe your situation and hear how the planning process works. There is no cost and no obligation to move any accounts.