Shannon Groppi
Senior Client Officer
Shannon Groppi is a Senior Client Officer at RWA. Shannon has over 20 years of experience in wealth management, where her career has focused on serving the needs of successful individuals, families, endowments, and foundations. Shannon works with clients to help manage the planning and administrative aspects of their wealth and is dedicated to the highest level of client service. Shannon partners with RWA investment and financial planning professionals, trustees, and clients’ external advisors to ensure that a comprehensive and customized wealth plan is established and implemented.
Before joining RWA, Shannon spent three years at Ropes & Gray LLP in the Private Client Group as a Senior Trust Client Service Administrator. Prior to joining Ropes & Gray, Shannon was a client service and operations professional at UBS, Silver Bridge Advisors LLC, and Atlantic Trust Company where she held various roles within each firm.
Shannon earned a BS from Bridgewater State College in 1996.
Shannon resides in Wakefield with her husband and three young daughters, and enjoys spending time with her family and friends.