Shanna Rose McCormick
Wealth Management Advisor
Personal
While not in the office Shanna enjoys reading, spending time with friends, eating at new local restaurants with her husband Shawn, and spending quality time with her daughter, Rosalie and son, Ronin.
Professional
Shanna began her career in 2004 at Hunter Engineering as a Service Specialist. In 2006, she began working at Edward Jones and moved through several roles in IT and systems administration. In 2013, Shanna transitioned to her role as a Financial Representative at Northwestern Mutual. She was able to transfer the valuable problem-solving and customer service skills that she developed at Edward Jones to her own financial practice at Northwestern Mutual. Shanna's business has grown rapidly and she is now a Wealth Management Advisor and a Growth and Development Director. She plays an active role in the recruitment, selection and development of new talent in the Raleigh Network office, and she enjoys working with others to help them achieve their career and financial goals.
Shanna is currently working on her Chartered Life Underwriter (CLU).
Years of Experience
Representing Northwestern Mutual since 2013.
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
Here are my areas of expertise
Financial Planning
Insurance Protection Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning
Multigenerational Planning
Estate Planning
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
