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Shannon Arroyo

Shannon Arroyo

Client Operations And Communication

Shannon helps in the implementation process of your financial recommendations by providing a concierge level of service in the areas of account opening, account updates, and scheduling both existing and prospective client appointments. She closely coordinates the underwriting process of life insurance, the transfers of assets, and funding of accounts. She helps instill confidence in our clientele through her reassuring demeanor, integrity, and attention to detail.

Shannon is a graduate of Lehigh University, enjoys travel, creative projects with her son, and resides in Bethlehem, PA with her family.