I have always found it exciting that the market is a lot like life; it’s always moving and keeps us on our toes. I enjoy using our disciplined investment strategies designed to navigate those ups and downs and openly communicate with clients. My goal is to help them achieve clarity with their financial well-being so that they can focus on enjoying life to the fullest.

About Shaunna

Shaunna Anderson has over 12 years of financial and operational management experience. She works with affluent families, individual clients and businesses to assess their current investment portfolios. Shaunna seeks to understand their needs, set quantifiable goals and develop a customized investment strategy using a variety of investment products. Ongoing guidance and periodic reviews are routinely performed directly with clients to ensure investments remain in line with the client’s stated goals and objectives.

Shaunna began her career with M.S. Howells & Co., an institutional broker dealer in Scottsdale. She worked alongside research analysts and traders to support hedge fund and portfolio managers. In 2009, she partnered with three tenured Financial Advisors to start Buttonwood Financial Partners. As the Branch Operations Manager, she created corporate procedures and developed business processes to support advisors and clients alike. In 2014, she was recruited by Merrill Lynch to work with a team of advisors. During her time at Merrill, she excelled in optimizing the team’s business model, implemented strategies to renew existing client relationships and worked directly with clients to review their portfolio and investment needs.

Shaunna is a Georgia girl at heart but calls Arizona home. In her spare time, she can be found on an adventure in the great outdoors. Whether on mountain tops, exploring foreign lands or just enjoying being active, she believes adventure is imperative for health and personal growth.

Education

  • Bachelor of Science, University of Georgia, Cum Laude

Licenses

  • Series 6, 7, 63 & 66 FINRA registrations