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Shannon Jones

Shannon Jones

LPL Financial Advisor

Shannon is a Financial Consultant for BOS Investment Services with a focus on Institutional Investment Groups and Retirement Plans. Since joining BOS in 2010, Shannon has been an integral part of the Business Services team working very closely with a number of institutional clients throughout the Midwest. Some of which include municipalities, school districts, institutions and affluent business owners.

In 2016, Shannon joined BOS Investment Services, where she serves as the primary point of contact for institutional clients and ensures our overall service delivery for the team as it relates to client needs, financial analysis, communications, and business development.

Prior to joining BOS Investment Services, Shannon worked for Baxter Healthcare in Deerfield, Illinois following college. Shannon earned her BA in Business Administration with a major in Marketing and Communications from Marquette University. She currently holds her Series 7 and Series 66 licenses.