Tara Shannon, FPQP™
Director of Wealth Planning Services, IAR
Tara Shannon is the Director of Wealth Planning Services in the Alpharetta office of Owenby Jones Wealth Management, LLC. She leads the development and delivery of wealth plans, oversees operational workflows, and is committed to ensuring every client receives the highest level of care. Tara also leverages technology to drive efficiency, directs research and project management, and leads the onboarding and training of new employees and interns. In her role with LPL Financial, Tara overseas Wealth Planning Operations.
Tara holds a Bachelor of Arts in Sociology from Wright State University and a Master of Science in Management with a concentration in Human Resources. She has earned the Financial Paraplanner Qualified Professional™ designation through the College for Financial Planning®, is a licensed Investment Advisor Representative (Series 65) with Wealthcare Advisory Partners, and holds a Georgia Life, Accident, and Sickness Agent license.
Tara joined the Owenby Jones team in 2016, bringing prior experience in Risk Management at Equifax and six years of banking experience in Dayton, Ohio. Outside of work, she and her husband reside in Cumming, Georgia, where she enjoys DIY projects, spending time with family, and cheering on The Ohio State University football team.