Client Service Associate, Team Lead
Registered Representative

Shawna joined Professional Planning Group in 2020.  She works on our Client Service team as Team Lead supporting our financial advisors.  As a Registered Representative her responsibilities involve administrative support, providing exceptional client service to both new and existing clients and investment trading. As Team Lead, she also leads branch projects including research and implementation of new technology and training.


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


Shawna earned a Bachelor 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. When able, she enjoys volunteering at Mystic Aquarium.