Shannon Reid, AIF®, BFA™

Senior Consultant I Relationship Management

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Biography
Education & Other Highlights
Location(s)

Shannon Reid is a retirement plan advisor based in Bellevue, WA.

Shannon joined CAPTRUST in 2023 from Trutina Financial and serves as a senior consultant and relationship manager. She supports clients with plan design, one on one employee meetings, and keeping clients informed of any regulatory changes that would affect them inside their plan.

She uses her operational and auditing background in accounting and finance to solve problems the client might have with running their plan. Shannon holds a Bachelor of Business Administration in finance from Idaho State University. Outside of work, she enjoys spending time with her nieces and nephews, camping, snowmobiling, knitting, and working in her yard.

Education

  • Bachelor of Business Administration in finance from Idaho State University

Industry Designations

  • Accredited Investment Fiduciary®
  • Behavioral Financial Advisor™

Resources

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