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Shannon Bodie

Shannon Bodie

Director of Client Services

Shannon is born and raised here in Florida, born in Pinellas County. She currently resides in Hillsborough County with her husband, and two sons. She was formerly with Asset Money Management for eight years as the Executive Administrative Assistant to Tracy Gillette, Financial Advisor, and the Office Manager.

Shannon handles the day-to-day responsibilities of the office such as:

  • Assists with address, beneficiary, and name changes on your policies or accounts
  • Assists with distribution requests for your accounts as well as changes in your banking information for premium payments
  • Provides customer service both in person and over the phone to facilitate and resolve other client service requests
  • Asks for feedback from you to help enhance your client experience
  • Manages back-office operations and foster a culture of continual improvement and operational effectiveness.
  • Assists with scheduling meetings

If you have any requests on the items above, please reach out directly to Shannon. We appreciate your business and look forward to continuing our work to provide you with the highest level of service.