With the new year and new name also come staffing changes at Robasciotti & Philipson. We are sad to see some familiar faces move on to the next adventure in their lives and we could not be more proud or wish them any better. We are elated, however, to introduce the new members of our team, Ella Taylor and Shannon Blackmon.
Ella joins Robasciotti & Philipson as a Wealth Manager, performing in-depth financial analysis tailored to each client’s specific needs and goals. She has experience at large wealth management firms as an hourly consultant, and as a trained, professional pastry chef. She joined Robasciotti & Philipson in order to better serve clients’ actual needs and to develop long-lasting relationships with them.
Shannon joins Robasciotti & Philipson as a Client Services Associate, in charge of client service requests, scheduling, and client meeting support. Shannon spent many years in the insurance industry before making the switch to financial services. She interned with the firm in 2015 and was the clear choice for her new position when it became available.