Shannon Utterback

Shannon Utterback

Registered Senior Administrative Assistant

Shannon Utterback began her career in the investment industry in 1996 at Franklin Templeton Investments where she spent nine years, ultimately working with a team that handled their top financial advisors. After taking two years off from work to spend more time with her family, Shannon graduated summa cum laude with an Associate's Degree in International Business from Everest University. That same year, she began working with the Wells Fargo Advisors Clearwater office, and she joined Keybridge Wealth Management shortly thereafter. In this role, Shannon has earned the Series 7 and 66 securities registrations, and the title of Registered Senior Administrative Assistant.

Shannon lives in Dunedin with her husband, Tim, their two children, Keely and Hunter, and their three pets. Away from the office, Shannon enjoys spending her free time outdoors, or traveling throughout the southeast U.S.

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Phone (727) 223-6015
Fax (727) 601-5785