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.
Shannon enjoys reading non-fiction, being outside in the yard gardening, and exercising, which includes weightlifting and being active with her husband and four children.
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