Dawn Shannon, CFP, CDFA

Dawn Shannon, CFP, CDFA

Phone: 518-688-2223
Fax: 518-688-2698
E-mail:

Dawn Shannon has been working with business owners, professionals, and high net worth individuals since she joined her family’s business in 1995. Dawn specializes in tax - advantaged savings strategies for business owners and executives, estate planning strategies, succession planning strategies, retirement planning, and risk management*.  

Dawn is active in many community organizations in addition to involvement in 4 local chambers of commerce, she has received the Competent Toastmaster Designation from Toastmasters International.  Dawn is the program chair and Treasurer of the Capital District  NAIFA.  Dawn is also on the board of the Twin Bridges Rotary.   She has also received the prestigious STAR Performance** from National Life in 2000 for outstanding service provided to clients.  Dawn qualified for Million Dollar Round Table membership** for 2006 and 2008.

Dawn Shannon is a Registered Representative and Investment Adviser Representative of Equity Services, Inc., and offers securities in the state of NY, VA, and FL.  She is also insurance-licensed in New York, Florida, South Carolina and Texas.

Dawn is a graduate of Siena College with a Bachelors Degree in Finance.  She resides in Ballston Lake with her husband Michael and two daughters, Abigail and Elysia.

*Securities and investment advisory services are offered solely by Equity Services, Inc.  NPA Financial, LLC. is independent of Equity Services, Inc.

**Membership is based on sales criteria.

Registered Representatives of Equity Services, Inc. do not offer tax or legal advice.  For advice concerning your own situation, please consult with your appropriate professional advisor.