Shannon Lewis

Shannon Lewis

Senior Registered Client Associate

Focus

Shannon provides exceptional support to both Financial Advisors and their valued clients. She specializes in client service, assisting with account management, investment products, retirement planning, and wealth preservation. With a keen eye for detail and strong communication skills, Shannon ensures a seamless and personalized experience for clients throughout the investment planning process. Her commitment to excellence and client-focused approach makes her a trusted resource for individuals and families navigating their financial journeys.

Shannon began her career at Legg Mason in 1987, gaining invaluable experience before moving to PaineWebber, where she held key roles in branch administration and technology liaison. Since joining Riazzi Rhyne & Swaim in 2000, she has been an integral part of the firm’s client service team.

Education & Professional Designations

  • South Stokes High School
  • FINRA Series 7, 63, and 65 Registrations

Outside the Office

Shannon enjoys crafting and working on creative projects. She and her husband, Mark, love camping and spending quality time with their two grown children and friends.

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Shannon Lewis (ID: 2700) Featured Image:
Business portrait of Shannon Lewis, Senior Registered Client Associate at Riazzi Rhyne & Swaim Investment Group
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  • team_first_name: Shannon
  • team_last_name: Lewis
  • team_title: Senior Registered Client Associate
  • team_phone: 336.979.1776
  • team_phone_tel: tel:336.979.1776
  • team_email: slewis@rrs-ig.com
  • team_email_mailto: mailto:slewis@rrs-ig.com
  • rank_math_seo_score: 9
  • rank_math_description: Shannon Lewis, Senior Registered Client Associate at RR & S assists clients & provides support throughout the planning process.
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