Shannon Larson

Shannon has more than two decades of experience driving growth, building scalable wealth management platforms, and leading strategy across the financial services industry. She has held senior leadership roles spanning platform management, product development, distribution, and marketing at firms including Osaic, Eaton Vance, Cetera, LPL, and Fisher Investments—partnering closely with independent advisors, research teams, and distribution leaders to deliver solutions that scale.

Recognized for transforming underperforming offerings into market-leading solutions, Shannon excels at synthesizing complex challenges and driving cross-functional collaboration. Her leadership is characterized by advisor advocacy, operational excellence, and a commitment to industry advancement.