Estate Settlement Officer
Senior Vice President
Shannon specializes in Estate Settlement services for Seacoast Wealth Management. She is responsible for administering all estates and trusts in which Seacoast Bank has been named as Personal Representative or Successor Trustee. Shannon works with families and professionals to complete all administrative activities immediately post-death including probate, collection of assets, valuations, appraisals, readying assets for sale, taxes and ultimate distribution to the beneficiaries.
Prior to joining Seacoast Bank, Shannon served as Vice President and Senior Estate Settlement Advisor for PNC Private Bank. She started her career as a practicing attorney in Indian River County, Florida and Palm Beach County, Florida in estate planning and estate administration.
She has an undergraduate degree in History & Secondary Education from Gustavus Adolphus College in St. Peter, Minnesota, a Master’s degree in Paralegal Studies from Webster University in St. Louis, Missouri, and earned a Juris Doctorate from Albany Law School in Albany, New York.
Not FDIC Insured | Not Bank Guaranteed | May Lose Value | Not Insured by any Federal Government Agency | Not a Bank Deposit