Meet Shannon
Shannon is a Regional Vice President based in Charlotte, North Carolina. He joined Mercer Advisors in 2026, bringing 29 years of experience in financial services. In his role, he meets with prospective clients to learn about them, their families, and what financial goals they want to accomplish. Based on those goals, Shannon aligns them with a wealth advisor who has the ability and skillset to create a tailored financial plan that gives them a roadmap to Economic Freedom™. Before joining Mercer Advisors, Shannon served at Smith Salley Wealth Management, Fidelity Investments, Nationwide Insurance, LPL Financial, Allianz Life, Evergreen Investments, and First Union. He earned a B.S. degree in industrial/organizational psychology from Appalachian State University, holds the FINRA Series 65 license, and is a CERTIFIED FINANCIAL PLANNER® professional.
His working style
Shannon thrives on building relationships and helping people succeed. With decades of experience in financial services and experience across virtually every area of the industry, Shannon brings a comprehensive approach to financial planning and a passion for helping families achieve their goals. Shannon loves to continue to learn and meet new people.
Shannon in real life
Favorite thing about where you live?
As a Charlotte native, I have enjoyed watching the city grow over the last several decades. Most Charlotteans are not originally from here, so I’m proud to be part of a city that is so welcoming.
What keeps you busy outside of work?
I am married with two kids, one at Appalachian State and the other in middle school. Between Appalachian State football games and my son’s sports, I’m a busy dad.
What makes you tick?
I’m the type of person who feels I’m not growing if I’m not learning and moving forward. I love to challenge myself.
Meet Shannon’s Teammates
Nicholas Semko
Managing Director, Channel Client Development
What Shannon Says
Nick is a great leader who is able to keep everyone centered on the clients’ needs and goals.
G. Merrick Estes, Jr.
Managing Partner
What Shannon Says
I’ve had the privilege of knowing Merrick for over 20 years. He is the ultimate professional, and his ability to always put clients’ best interests first is an inspiration.
Brett Sperin
Sr. Vice President
What Shannon Says
Brett is a true leader and is so unselfish. He helps ensure his teammates and clients are working toward achieving their goals.
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