Robert J Shannon, CRPC®

Robert J Shannon, CRPC®

Senior Vice President | Private Wealth Advisor at Gladstone Advisors

Robert joined Gladstone Advisors in 2019, bringing with him over 30 years of experience in the financial industry. He graduated from Massachusetts Maritime Academy in 1985 with a Bachelors Degree in Business Administration, and was certified by the United States Coast Guard as an officer in the U.S. Merchant Marines. He has obtained the Series 7 and 66 Licenses, Life and Health Insurance Licenses from the New Jersey Department of Banking and Insurance and CRPC designation. A lifetime New Jersey Resident, Robert lives in Long Valley with his wife and three children.

Robert focuses on building long-term relationships and developing diversified, strategic and customized solutions to address the complex needs of individuals and businesses. For individuals and families, he focuses on retirements analysis, trust and estate planning, wealth transfers, tax strategies, legacy insurance planning, education planning and concentrated stock management. For businesses, he provides financing, employee benefit and cash management solutions. As needed, Robert brings in professionals from other disciplines including attorneys and accountants in order to provide each client with thorough solutions and options.

 

CRPC conferred by The College for Financial Planning