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Shannon Jarvis
Client Service Manager
Shannon Jarvis is a Client Service Manager at Annex Wealth Management.
As a Client Service Manager, Shannon assists all service-related needs of Annex Wealth Management clients.
Before Annex Wealth Management, Shannon worked at a relocation management company as a Client Service Manager for corporate clients, overseeing their U.S. Domestic and International relocation programs. She graduated from the University of Minnesota, Twin Cities with a Bachelor’s degree in Psychology.
In her free time, Shannon enjoys boating, golfing, going to concerts & sporting events, and spending time with her two sons, Ethan and Nolan.
Unleash the Power of What's Next
After decades of planning and preparation, Annex Wealth Management has established a way of doing business that promises the same warm, personal, one-on-one interaction to all clients. Using leading-edge technology, analytics and review, our staff of skilled professionals constantly seeks to confidently deliver an elite, full-service wealth management experience.
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