Shannon I. Morton, CPA

Shannon is an Associate Financial Advisor who collaborates with Financial Advisors to manage and grow client relationships. She assists with preparing financial plans for clients and prospects, monitors progress towards achieving client goals and maintains all compliance and client service standards. Shannon also participates in portfolio management, operational projects, and client service responsibilities.

Experience:

• CornerStone Partners, Senior Associate, Investment Operations
• Bernard Robinson & Company, Senior Accountant, Assurance

Education:

• Institut Barcelona Estudis Internacionals (IBEI), Master’s in International Development
• Catawba College, Bachelor of Arts, Accounting and Economics & Finance (Double Major)
• Certified Public Accountant (CPA)