Welcome!

Shannon Rhea

 

Member profile details

Membership level
Current WSBA Hostesses
First name
Shannon
Last name
Rhea
Business
Financial Advisor
Phone
724-766-0714
What does your company specialize in?
Let’s work together to create a strategy that can help you meet your financial
goals—and overcome your challenges.
Our conversations may feature some of these important financial topics:

Asset Protection and Risk Management:
-Life Insurance
-Disabilitiy Income Insurance
-Long-Term Care Insurance

Investment and Retirement Planning Needs:
-Annuities
-RAs and Educational IRAs
-Mutual Funds

Business Planning Needs:
-Business Continuation Funding
-Executive Compensation Funding
-Key Person Insurance
What set you apart from your competitors?
I’m committed to working
with you to realize your goals—and to helping you
overcome challenges that stand in your way. My
work is guided by several core principles:
• Maintaining strong relationships with
my clients.
• Reviewing your financial goals on a regular
basis, and adjusting strategies to meet
new challenges.
• Working with your professional advisors,
such as your attorney and your accountant.
From retirement funding and paying for higher
education to helping secure your loved ones’
financial future, let’s work together to achieve
your goals.
Member Photo
About:
Over the course of my career, I’ve helped clients by
providing guidance, insight and access to the financial
products that can help them achieve their goals. I’m
excited to deliver those benefits to you, too.
Before entering the industry, I graduated from California
University of Pennsylvania with a Bachelors degree in
Business Finance and a Master’s degree in Business
Administration within four years. My hard work ethic
and education is a symbol of my own commitment and
personal ambition.
I recieved my insurance licenses and securities registrations
upon graduation from California University of Pennsylvania.
These include:
-Life, Accident & Health
-Series 6
-Series 63
-Series 65
In my spare time, I enjoy spending time with my family,
playing golf in the summer, and snowmobiling/skiing in
the winter. Being born and raised in Pittsburgh, I love
attending games and cheering on our fellow sports teams.
Business Name
Prudential Financial
Business Address
5000 Stonewood Drive Suite 210 Wexford, PA 15090
Business Category
Financial Services
Profile pic


Powered by Wild Apricot Membership Software