Shannon Burgett, CFP®

Shannon joined Smith Salley in 2023 and will be primarily working with clients within the Charlotte metro region. Some of the areas of focus in helping clients will be with retirement income planning, investments, tax minimization, legacy planning, charitable giving and estate planning. Shannon has been in the financial services industry for over 25 years, most recently with PNC and Fidelity Investments. He is a CERTIFIED FINANCIAL PLANNER™ professional and graduated from Appalachian State University.

Shannon is a Charlotte native and currently resides there with his wife and two children. He has a daughter in high school and a son in elementary school. They stay very active in the community with school, sports and with their church.