LifeTime is proud to announce the hire of Shannon DeVita as the newest member of our Wealth Consulting team. She will work closely with Bruce Moskowitz and his team in our Wilmington, NC office. She will work with our clients on their investment planning, risk analysis and wealth management needs.
Shannon joins LifeTime Asset Management with over 15 years’ experience in financial advising, with a strong passion for building client relationships. She confidently guides clients and helps them understand implications of the decisions they make today regarding their future goals. She is an avid supporter of small business owners and the value they bring to the local community. Her goal is to take the burden of succession and retirement planning off the individual and business owner so they can focus on what is most important to them.
Shannon obtained her Bachelors degree from Ohio State University and holds her FINRA Series 7, 6 and 66 securities registrations.
In her free time, Shannon is a horse lover and spends her time working with individuals with special needs and veterans with Post Traumatic Stress Disorder (PTSD) through equine therapy as well as various sports programs through Special Olympics and other organizations. She loves spending time with her pups and daughter, as well as hiking, fishing and traveling to new spots.
Please join us in welcoming Shannon to our team. We know she will be a great addition to our Wealth Consulting team.