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Shannon Spotswood

President at RFG Advisory

Shannon Spotswood is the President of RFG Advisory, bringing over 20 years of experience in finance and a strong strategic vision for the firm's rapid expansion across the United States.

With a background in Portfolio Management, Equity Strategies, Investment Banking, and Financial Analysis, Shannon is dedicated to implementing best practices for advisor recruitment, corporate marketing, and M&A at RFG Advisory.

Shannon's passion for the finance industry started early and has been a driving force in her career, leading her to top positions in renowned financial organizations such as Symphony Asset Management and Volpe Brown Whelan & Co.

She holds a Bachelor of Arts in Economics and Political Science from the University of Arizona and has a wide range of experience in various financial roles, from Research Analyst to Portfolio Manager and Director.

As the President of RFG Advisory, Shannon focuses on supporting the firm's high-growth, hybrid RIA platform by leveraging her expertise in developing processes and technology to ensure the success of RFG Advisors and their clients.

RFG Advisory, under Shannon's leadership, has been recognized as a Top 300 RIA in the U.S. by the Financial Times, showcasing the firm's commitment to innovation in the wealth management industry and dedication to independent financial advisors.

Shannon's role at RFG Advisory includes overseeing advisor recruitment, transitions, business development, corporate marketing, and M&A, while providing a turn-key integrated technology platform to empower advisors in managing their practices and offering top-tier investment management solutions.

Shannon Spotswood's vast experience, strategic acumen, and passion for finance make her a prominent figure in the financial services sector, driving the success and growth of RFG Advisory.

Highlights

May 20 · linkedin

Every independent Advisor that joins RFG becomes family, but this one is extra special.

💙💙Brittani Schaefer, CFP®, ChFC® WELCOME HOME 💙💙

From the minute we met, I knew that the firm you wanted to build - Cooper Tower - would have an outsized positive impact on your clients & your community. It's time to put the pedal to the floor and GROW ... for a woman who loves fast cars this is going to be the fun part of your journey! 🚀🚀

The path to #independence isn't always a straight line. The stops along the way just clarifies our Advisors "WHY" for joining us. ⭐ Culture - Servant Heart + Growth Mindset ⭐ Technology - Maximize your Time, Minimize your Friction ⭐ Talent - Passionate team of A-players who become force multipliers for you

It's time to #joinRFG and be part of the #RIAoftheFuture

Abby S. Kristy Puckett "KP"

Every independent Advisor that joins RFG becomes family, but this one is extra special. 

💙💙Britta
Shannon Spotswood
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Location

Birmingham, Alabama, United States