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Shannon P
CFP®, Series 63
Indialantic, FL
Nautilus Wealth Advisors
Shannon Pitner is the founder and sole advisor of Nautilus Wealth Advisors, holding the CFP® designation and Series 63 license with 44 years of industry experience. Prior to establishing Nautilus Wealth Advisors in 2021, she worked at Raymond James Financial from 1990 to 2021. Outside of her advisory work, Pitner organizes and serves as treasurer for Women Sharing Wisdom, a conference for female financial advisors. Nautilus Wealth Advisors is a founder-owned registered investment adviser managing approximately $108 million for about 71 clients. The firm provides investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, and employer-sponsored plans, typically implementing tailored portfolios through the Raymond James Freedom account program.
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