Shannon Robson
Director of First Impressions at Roberts Wealth Management | Mobile, Alabama, United States
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Shannon Robson serves as the Director of First Impressions at Roberts Wealth Management, where she plays a pivotal role in shaping the client experience from the very first interaction. With a strong focus on #retirementplanning and #estateplanning, Shannon is dedicated to ensuring that clients feel welcomed and informed as they navigate their financial journeys. Her expertise in marketing and sales management allows her to effectively communicate the firm’s fiduciary commitment to acting in the best interests of clients, a principle that is foundational to Roberts Wealth Management.
In her current role, Shannon is instrumental in key projects that enhance client engagement and streamline communication processes. She leverages her skills in digital marketing and email marketing to create informative content that resonates with clients, educating them on essential topics such as annuities, asset protection strategies, and wealth planning. By utilizing her knowledge of investment planning and retirement accounts, including IRA and 401(K) rollovers, Shannon ensures that clients are well-equipped to make informed decisions about their financial futures.
Shannon's collaborative approach fosters a supportive environment where clients can explore various options for tax mitigation, life insurance, and estate planning. Her commitment to excellence not only enhances the client experience but also reinforces the firm’s reputation as a trusted fiduciary advisor. At Roberts Wealth Management, Shannon Robson is not just the first point of contact; she is a vital resource for clients seeking to retire right and secure their financial legacies.
Director of First Impressions at Roberts Wealth Management in March 2023 to Present
Outside Sales Representative at Division Supply in January 2021 to January 2022
Commercial Sales - Industrial Equipment Rental Specialist - Sales/General Rentals at United Rentals in April 2019 to May 2021
Business Development Manager - Fleet Management Solutions at Ryder System, Inc. in November 2017 to February 2019
Client Account Executive at C Spire in October 2016 to November 2017
Business Development Manager at ARC Document Solutions in July 2015 to September 2016
Residential Home Builder Marketing Specialist at Mobile Gas, A Sempra Company in October 2012 to March 2014
Account Executive at ARC Document Solutions in January 2010 to October 2012
Sales Manager at ARC Document Solutions in January 2008 to August 2008
Outside Sales Representative at ARC Document Solutions in July 2001 to January 2008
Territory Manager - Orthopedic Sales at Orthopaedic Resolutions LLC in May 2005 to December 2006
Account Executive for Bellsouth Mobility at BellSouth & NBC News in September 1995 to December 2000
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Discover more about Roberts Wealth ManagementWhat is Shannon Robson email address?
Email Shannon Robson at [email protected]. This email is the most updated Shannon Robson email found in 2026.
How to contact Shannon Robson?
To contact Shannon Robson send an email to [email protected]. (updated on October 29, 2024)
What company does Shannon Robson work for?
Shannon Robson works for Roberts Wealth Management
What is Shannon Robson's role at Roberts Wealth Management?
Shannon Robson is Director of First Impressions
What is Shannon Robson's Phone Number?
Shannon Robson's phone (205) ***-*107
What industry does Shannon Robson work in?
Shannon Robson works in the Financial Services industry.
Shannon Robson Email Addresses
Shannon Robson Phone Numbers
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