Shannon Maloney

Shannon Maloney
Managing Director, Michigan

National Practice Leader DB and ESOPs

Ph: 248-773-7046
Email: This email address is being protected from spambots. You need JavaScript enabled to view it.

Shannon has more than 20 years of consulting, investment and retirement plan experience. Shannon has worked for several well-known institutional financial service firms over the last twenty years, focusing exclusively on selling pension and qualified plans in Michigan for the past nine years.

Shannon works with business owners, delivering quality retirement plan solutions and most importantly making a positive impact on client, plan and participant outcomes. She is an advocate for her clients working on their behalf with service providers, Third Party Administrators (TPAs), investment managers and other parties such as the Department of Labor and IRS.

Shannon has experience working with qualified plans of all types (SIMPLE 401(k)s, 401(k)s, 403(b)s, 401(a)s, Employee Stock Ownership Plans (ESOPs), Pension Plans (active, frozen and cash balance plans) and nonqualified plans). She has extensive experience in working with plans of all sizes. She has chosen to focus on small to mid- size retirement plans and has created a niche in working with Frozen Defined Benefit Plans. In October 2015, Shannon received the National Association of Plan Advisors inaugural All Star Award for Top Women Advisors. 

Shannon is a graduate of the University of Michigan and a veteran of the US Army (Desert Storm, Germany, Italy). She has earned her CEBS (Certified Employee Benefits Specialist) designations. Shannon holds her Series 65 (Uniform Investment Adviser Law Examination), 7 (General Securities Representative) and 63 (Uniform Securities Agent State Law Examination) FINRA licenses and life insurance license. She is happily married to David and has two daughters, Molly and Kelsey.

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Office Quick Contacts

Arkansas & Southern Missouri

479.553.9311

Central Florida

888.202.3927

Central Texas

866.901.4015

Great Lakes

888.202.3927

Michigan

248.773.7046

Mid Atlantic

757.645.3975

Mid Central

513.602.2868

Midwest

515.867.2444

Northeast

401.521.5588

Northern California

650.587.8616

Oklahoma

918.298.3050

Rocky Mountains

720.289.3833

Wisconsin

262.439.4751

 
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