Shannon Clancy joined the Plan to Prosper team in 2020. As Client Relations Manager, she plays a key role in delivering a seamless and personalized client experience. With a strong focus on service, organization, and communication, Shannon serves as the bridge between clients and advisors, ensuring that every interaction reflects the firm’s commitment to care and excellence.
In her role, Shannon oversees the day-to-day operational and administrative functions that keep the firm running efficiently. She coordinates and prepares materials for client meetings, supports new clients throughout the onboarding process and beyond, provides hands-on technology assistance, and facilitates money movement requests and Donor Advised Fund grants.
Behind the scenes, Shannon maintains meticulous client records, oversees database management, and ensures compliance standards are consistently met. In addition to her operational responsibilities, she fosters meaningful connections by coordinating client events and thoughtful appreciation touches throughout the year.
Born into a Navy family, Shannon was raised in Coronado and is an alumna of Coronado High School and Coronado School of the Arts. She holds a Bachelor of Arts from Hampshire College in Amherst, Massachusetts, and has earned her Series 7 and Series 66 securities registrations. Shannon lives in Escondido and enjoys gardening, ballet, and cooking. She loves spending time on the water and picking blueberries every summer at her family’s cottage in Maine.