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Shannon C
Series 66
Lexington, KY
Ally invest Advisors
Shannon Christensen is a financial advisor with Ally Invest Advisors in Lexington, KY, holding a Series 66 designation and five years of industry experience. Prior to joining Ally Invest Advisors, Christensen worked at Raymond James Financial Services and Gratz Park Private Wealth. Outside of advisory work, Christensen supports customers at Ally Bank in a client service role focused on deposit products and account maintenance. Ally Invest Advisors serves a diverse retail client base, including individual and high-net-worth clients, offering discretionary portfolio management through automated and advisor-led services. The firm utilizes model portfolios grounded in Modern Portfolio Theory and combines passive and actively managed ETFs, with a distinctive integration of banking and brokerage services.
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