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    Shannon Thompson

    CFP®


    Check the background of this investment professional on FINRA's BrokerCheck

    About Shannon

    I am a Financial Services Representative affiliated with Massachusetts Mutual Life Insurance Company (MassMutual). My broad knowledge of insurance and investment products gives my clients the confidence they need when working with a financial services representative.

    I can offer comprehensive financial strategies and/or focus on one specific area of need.

    My goal is to provide individuals, families and business owners with assistance in building their financial freedom. The financial well-being of your family, your business and your retirement are of vital importance to me. My purpose is not to leave your financial future to chance and circumstance. My goal is to position myself as your personal lifetime financial resource.

    Area(s) of Focus

    • Business Owners
    • Insurance Strategies
    • Investment Strategies

    Shannon Thompson CFP® is a registered representative of and offers securities through MSI Financial Services, Inc., Member SIPC, 11215 North Community House Road, Woodward Building, Suite 100, Charlotte, NC 28277-4435, Tel: (980) 365-7272

    MassMutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives. Local sales agencies are not subsidiaries of MassMutual or its affiliated companies. Agency officers are not officers of MassMutual.


    I am licensed to sell Insurance Products in the following jurisdictions:
    North Carolina, California, Delaware, District of Columbia, Florida, Illinois, South Carolina, Tennessee, Virginia

    I am licensed to sell Securities Products in the following jurisdictions:
    North Carolina, California, Delaware, District of Columbia, Florida, Illinois, South Carolina, Virginia

    Shannon Thompson CFP®, Winston-Salem, NC, CA Insurance Lic.# 0K44390

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