Shannon Fowler, CPFA® in

Shannon Fowler, CPFA®

Visionary · DISC type Ds
Private Wealth Advisor | Retirement Specialist | Financial Planning | Tax Strategist at IronBridge Wealth Counsel, LLC
📍 Ogden, Utah, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
15 Years
Current Role
Private Wealth Advisor | Retirement Specialist | Financial Planning | Tax Strategist
Job Level
Junior
Location
Ogden, Utah, United States
Personality Overview

How Shannon shows up

Big Vision Person
Fast But Thoughtful
Direct & Assertive

They exhibit a rare combination of being result-oriented but patient at the same time. They might take some time to make their mind up but once they do, they don't change it easily. Reading between the lines and seeing beyond your words comes naturally to them.

Priorities

Topics Shannon cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

3-2023
Private Wealth Advisor | Retirement Specialist | Financial Planning | Tax Strategist
IronBridge Wealth Counsel, LLC
11-2021 - 3-2023
Financial Planner | Financial Advisor | Retirement Planning | Tax Strategist
Commonwealth Financial Group
2-2020 - 5-2021
Retirement Consultant | Retirement Planning | Retirement Strategy
Empower Retirement
7-2019 - 2-2020
Registered Associate | Client Services | Financial Planning Analysis | Trading
Morgan Stanley
9-2016 - 7-2019
Registered Client Service Associate
Ameriprise Financial Services, LLC
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
Bachelor's degree
Saint Louis University
Social presence
in
Behavioral profile

DISC profile (public)

D

Dominance (D)

Dominance (D) reflects how goal and task oriented a person is, and their ability to accomplish results irrespective of how demanding the circumstances might be. Those scoring high tend to be motivated by winning, competition, and success.

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