Ph.D., Registered Representative

Denise Williams-Shannon attended West Philadelphia Catholic High School for Girls and received a Bachelors of Arts in English from Chestnut Hill College. In 1975 she obtained a Masters in Education from Antioch-Putney Graduate School of Education.

Dr. Williams-Shannon began her career as an English teacher. Subsequently, she became the Director of the Gwynedd-Mercy College Upward Bound Program (a college-bound program for high school students).

In 1988, Dr. Williams-Shannon became the Director of the West Philadelphia Community Center which housed a day care center for 300 children, a senior citizens program, a city sponsored social services program and a center membership of over 400 families. While in this position she became interested in exploring the socio-economic factors that affect the financial well-being of American families. As a result, in 1996, she completed a Ph.D. in Urban Affairs and Public Policy at the University of Delaware concentrating in community economic development. In addition, Dr. Williams-Shannon has been a training and development consultant for over fifteen years, designing and facilitating organizational and professional development models for non-profits and private corporations.

As an extension of her goals to help families and individuals improve their financial well-being, Dr. Williams-Shannon has been integrating her training and community-based development skills within the financial planning arena. In recent years she has acquired a life insurance license as well as a Property and Casualty license. In addition, she is currently pursuing her Certified Financial Planner™ credential at the American College. She has passed her FINRA Series 6 and 63 exams.

In affiliation with ITFP, Dr. Williams-Shannon operates an independent financial services business which focuses on three goals: 1) helping families as well as individuals define and implement strategies to save for retirement/college, manage debt and provide adequate insurance protection to meet survivor needs 2) designing and facilitating complimentary financial education seminars for the general public as well as for the constituencies/clients of small business and non-profit organizations, and 3) assisting small business and non-profit organizations in both establishing an affordable retirement plan and educating their employees about their respective plan.