Shannon Marshall is a distinguished financial services executive with over 15 years of experience advising ultra-high-net-worth individuals, families, and business owners. As an Executive Director and Senior Client Advisor at J.P. Morgan Private Bank, Shannon is recognized for her exceptional performance and expertise in wealth management, consistently ranking among the top performers nationwide.

Specializing in multi-generational wealth planning and family office structuring, Shannon adeptly navigates the complex emotional dynamics of wealth transfer through a behavioral finance lens. Her approach is deeply personal, cultivating enduring relationships with clients and their families to define goals and create tailored strategies that preserve, manage, and grow their assets for generations. Shannon’s ability to harness the full spectrum of J.P. Morgan Chase’s resources – spanning investing, lending, estate planning, and banking – ensures comprehensive solutions that align with clients’ values and aspirations.

Before joining J.P. Morgan, Shannon excelled as a Private Wealth Advisor at Bernstein Global Wealth Management, where she refined her expertise in strategic planning, asset allocation, and investment strategies. Her earlier career in the international wine industry, marked by extensive travel and diverse experiences, provided her with a global perspective and a sophisticated understanding of cross-cultural relationship building.

Originally from a remote farming community in Western Australia, Shannon holds a Bachelor of Commerce from Curtin University, complemented by additional studies at Edith Cowan. She is actively involved in nonprofit initiatives focused on education, veterans, expatriates, and environmental sustainability. Residing in New York City with her husband and son, Shannon enjoys travel, culinary and wine experiences, music and the arts, and outdoor exploration.