Shannon Spotswood — Chief Executive Officer · RFG Advisory

Shannon Spotswood was named CEO of RFG in July 2024 after serving as President for more than 9 years starting in September 2015. Her strategic vision for the firm is one of rapid, well-executed expansion across the U.S. With more than 30 years’ experience, Shannon is putting her enthusiastic passion for the finance industry to work leading a team of A-players as they pursue their mission to help independent Advisors build their business without compromise. Prior to her time at RFG, Shannon spent 20 years in institutional finance serving as a Portfolio Manager and Director of Long-Only Equity Strategies for San Francisco-based hedge fund Symphony Asset Management, and as an Investment Banker with Volpe Brown Whelan & Co. Passionate about Wall Street since her 14th birthday when she was given a subscription to the Wall Street Journal, Shannon started her career as a Research Analyst and Junior Trader for EGM Capital and worked at PaineWebber during college. RFG Advisory is an innovator in the wealth management industry. Passionately committed to serving independent financial advisors and their clients, RFG Advisory delivers to advisors an integrated platform designed to operationalize and professionalize their business to drive organic growth and create exponential enterprise value. Securities offered through Private Client Services. Member FINRA/SIPC. www.sipc.org. Investment advice and financial planning offered through RFG Advisory, a registered investment advisor and separate entity from Private Client Services Third party posts found on this profile do not reflect the views of Private Client Services and have not been reviewed by Private Client Services as to accuracy or completenessBluemonte ETFs Distributed by SEI Investments Distribution Co. Disclosures: https://bluemontefunds.com/disclosures