Shannon JamesClient Service Associate
How Shannon Can Help You
As a Client Service Associate, Shannon strives to provide all clients with the most accurate information and efficient service.
What Makes Shannon Knowledgeable
Prior to joining Berman Capital in May 2019, Shannon was a Registered Associate for Morgan Stanley Wealth Management. She worked for one of the largest teams in Buckhead and was responsible for all new client on-boarding. This also included maintaining existing client records, preparing documents and presentations for client meetings, and assisting with all client requests. Shannon also has a background in retail banking where she was a Personal Banker and Operations Manager.
Getting to Know Shannon
Shannon is a proud graduate of one of the greatest Historically Black Colleges and Universities, Florida A&M University of Tallahassee, FL. Shannon currently lives in Mableton with her husband, Michael and their 4-year-old daughter, Skylar. They are expecting their second child, this summer, and are overjoyed to see Skylar as a big sister!