Shannon McCue
A Superior Wealth Management Experience
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PIP Wealth
Shannon McCue
California, MD
Serving Clients Nationwide
A Superior Wealth Management Experience
Areas of Focus
- Education Funding
- Employee Benefits
- Financial Life Planning
- Investment Management
- Retirement Planning
- Taxes
- Women & Wealth
About Shannon McCue
Shannon McCue is a Portfolio Manager and financial advisor for PIP Wealth. Shannon brings 15 years of diverse experience in financial services to PIP Wealth. She primarily focuses on financial planning with a passion for helping younger clients as they begin to navigate the complex world of wealth accumulation.Prior to joining the firm in 2017, Shannon served as Director of Operations for Fortiter Wealth Management, an investment advisory firm located in Houston, Texas with over $130 million in assets under management. As a founding member of the firm, Shannon oversaw day to day operations of the multi-family office that primarily focused on high net worth individuals in the oil and gas industry.
From 2010 to 2014, Shannon worked for Deutsche Bank’s Private Wealth Management office in Houston, Texas as a Registered Sales Associate managing trade executions, asset allocations and client services for four client advisors with over $700 million in assets under management.
Shannon began her financial career as an international compliance analyst for Deutsche Bank in 2009 working in the risk departments of the New York, London, Frankfurt, and Geneva offices.
Shannon graduated Cum Laude from Villanova University with a degree in Finance and Management. She currently resides in California, Maryland with her husband and two children.
Affiliations
- The AGC
Primary Location
California, Maryland
Additional Locations
📍 1233 Haddonfield-Berlin Road #7, Voorhees, NJ 08043
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Based
- Fee Only
- One-time Financial Plan
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule an introductory conversation. In our first meeting, we will identify your high-level goals, priorities, current concerns and how we can help. We will establish your expectations for us and if all parties want to proceed with a partnership. We look forward to speaking with you.Offers Investment Management
Yes
About PIP Wealth
We are an independent investment advisory firm comprised of a diverse team of experienced wealth advisors bringing institutional level investing to private individuals. We strive to create long-term, value-added relationships with our clients.A More Personal Approach to Investment & Financial Planning
No two retirements, portfolios, or investment strategies are the same.
The first step is understanding your goals, priorities, and what truly matters to you. From there, we create an investment and financial plan that aligns with your vision, considering every aspect of your financial picture.
As life evolves, so do your needs. We’re here to adjust your plan, ensuring it keeps pace with your goals and gives you confidence in the years ahead.
What You Can Expect When You Work with PIP Wealth
Working with PIP Wealth means having a dedicated partner who puts your financial future first.
From the start, you’ll gain clarity on your investments, a structured plan tailored to your goals, and a team that stays actively engaged in your success.
Every decision is made with your best interests in mind.
Education
Villanova University, Bachelors of Science in Business Management, Finance and Management
Hobbies and Interests
- Entertaining
- Family
- Movies
- Television
- Traveling
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Dual Income Family
- Entrepreneurs
- Gen X
- Gen Y / Millennials
- Intergenerational Families
- Living in Retirement
- Military
- Women’s Finance
- Young Families
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