Shannon O’Leary attended the University of Wisconsin-Madison and graduated with a degree in Economics. She has almost two decades of experience in portfolio management, including seven years as a wealth planning resource for a multi-generational, privately-held company. Her favorite part about working with The Advocate Group is having collaborative conversations with clients to better understand the purpose of their investments.
When she is not at the office, Shannon enjoys being outside in the yard gardening, as well as exercising (which includes weightlifting and dodging projectiles launched by her four children!).
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