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Shannon Raines, CFP, CPFA, CRPSFinancial Advisor

Shannon Raines, CFP, CPFA, CRPS

Financial Advisor

Associate Branch Manager

“I have the best job in the world.  I get to help people’s dreams come true!”

 

With over 20 years of experience, Shannon helps clients make clear, long-term decisions about their financial goals for the future.  Her strength is in problem solving, which is essential when it comes to helping clients faced with complex financial situations make smart decisions about their money.

 

As much as we try to plan for our future, life never goes according to plan.  So, we will be by our client’s side as the twists and turns unfold.  Whether someone is changing jobs, starting a family, dealing with the loss of a loved one, or wanting to start a new business, we are here to help.  What is important to our clients is important to us.  Always.

 

In addition, Shannon works closely with business owners. She helps owners identify the right retirement plan based on their needs and desires.  Shannon specializes in Retirement Plans for Businesses, and understands the owner’s company is often their most important asset, and has the potential to have a major impact on their future wealth.  It is crucial to work with a financial professional who can offer expertise in this area.


After graduating summa cum laude from the University of Kentucky with B.S. degrees in Finance and Management, Shannon earned my M.B.A. from Murray State University with an emphasis in finance. She holds the CERTIFED FINANCIAL PLANNER(TM) certification, Chartered Retirement Planning Specialist (CRPS®) designation & series 7, 66 and insurance licenses.

With a team of 6 financial professionals, we offer expertise and compassion that is unmatched in our industry. Our credentials and recognitions signify our commitment to helping our clients succeed.


Community involvement & recognitions include:

  • Puzzle Pieces – Vision Committee
  • Leadership Owensboro Class of 2019
  • Top 40 Under 40 (2017)
  • Owensboro Estate Planning Council, (Past President)
  • Greater Owensboro Chamber of Commerce
  • Superintendent's Council of Council's - Parent Advisory Council
  • OMPC Planning & Zoning Board of Adjustments (Past Board Member)
  • March of Dimes of Western Kentucky Region (Past Board Member)
  • Daviess County Rotary Club (Past Member)

Holders of a Certified Plan Fiduciary Advisor (CPFA) designation have demonstrated required knowledge and expertise in working with retirement plans. Baird makes available to its clients various distinct products and services, and there are important differences between those services and the duties and obligations owed to clients in connection with provision of those services. Baird and your Baird Financial Advisor do not act as fiduciaries nor is a fiduciary duty owed to a client when providing certain products and services. For more information about the products and services Baird makes available as well as the duties and obligations Baird and your Financial Advisor may have to you in connection with the provision of products and services, please contact your Financial Advisor.