BSBA, Western Carolina University; JD, Samford University; LL.M, Boston University. In excess of 25 years of experience.
Shannon is a Wealth Advisor for Colony Family Offices and serves as in-house counsel for Colony Trust Company. A native of Charlotte, he has helped affluent families manage the complexities and responsibilities of wealth across the Southeast for over 25 years. Shannon spends a significant amount of time helping families plan for major transitions, especially the transfer of wealth between generations.
Shannon began his career as a tax consultant for Ernst & Young, LLP in Atlanta. He practiced law in North Carolina for a number of years where he focused on tax and estate planning, commercial real estate, and corporate transactions. Prior to joining Colony, Shannon served as Chief Fiduciary Officer and Family Wealth Advisor for Arlington Family Offices, and as Director of Financial Planning for Calibre (formerly Wachovia’s Multi-Family Office).
Shannon earned his B.S.B.A in Economics from Western Carolina University, cum laude, his J.D. from the Cumberland School of Law of Samford University and his LL.M in taxation from Boston University’s School of Law. Shannon has written and lectured frequently for various North Carolina continuing legal education programs and was recognized by Legal Services for the Elderly, Inc. as the Mecklenburg County “pro-bono” lawyer of the year in 2002. He is a member of the Charlotte Estate Planning Council.
Written by our team
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