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Andrea Spieth
Shawna Bernard
Client Service Associate

Shawna joined Professional Planning Group in 2020.  She works on our Client Service team supporting Christopher Wallace.  As a Client Service Associate, her responsibilities involve administrative support, providing exceptional client service to both new and existing clients and investment trading. 

Prior to joining Professional Planning Group, Shawna worked at the Raymond James home office in St. Petersburg, Florida assisting clients and branches offices.  Shawna previously worked at T. Rowe Price as a Retail Investment Specialist.

Shawna earned a BA in Psychology from Central Connecticut State University in 2012.  Shawna holds the Series 7 and 63 licenses.

Shawna lives in Groton, CT.  In her free time, she enjoys spending time with her extended family and friends, often hiking or boating around Connecticut and Rhode Island.  She looks forward to volunteering at Mystic Aquarium as she had done in the past.

9 Granite Street | Westerly, RI 02891 Phone: 401.596.2800 | Fax: 401.596.5980 Map & Directions

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