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Shannon L
Series 63, Series 66
St. Petersburg, FL
Valley Wealth Managers, Inc.
Shannon Littlejohn is a financial advisor with Valley Wealth Managers, Inc. in St. Petersburg, FL, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. Prior to joining Valley Wealth Managers in 2023, she worked at LPL Financial, CUNA Brokerage Services, SunTrust Advisory Services, and related firms. In addition to her advisory role, she is a licensed real estate associate with Charles Rutenberg Realty since 2018, dedicating limited time to this activity. Valley Wealth Managers, Inc. is an SEC-registered investment adviser managing approximately $2.69 billion for individual and institutional clients. The firm provides discretionary investment management, financial planning, and wrap fee programs, using a client-driven process to allocate among equities, fixed income, and cash, supported by an investment committee and third-party services.
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