Shannon Stophel is a Financial Advisor at Walser Wealth. She is a Certified Financial Planner ®, has her 2-15 insurance license which certifies her in life, health, and annuities and holds a Series 65 license which certifies her as a fiduciary. Ms. Stophel has a bachelor’s degree in Business Management from the University of South Florida. She has been with the Firm since 2018 and is very passionate about helping others achieve financial success, especially when it comes to retirement. “Not enough individuals have a spend down plan in place and so I’m fortunate to work in this environment where I can help individuals achieve financial independence and really challenge the wisdom of the outdated conventional finance they are used to,” she said.

Ms. Stophel lives in the Tampa Bay Area and loves to do anything outdoorsy including going to the beach, hiking, kayaking, biking and the like.