What If You Never Try: One Decision That Changed Her Career

Advisor Talk with Frank LaRosa · May 7, 2026 · 28m

She helped advisors make the move for two decades. Then she had to make it herself.

A headhunter called. Shannon said she would do a five minute call just to give a name. Several months later she was the new president of Ozark.

This is not a story about being unhappy. Shannon loved Raymond James, still does and is still a shareholder. This is a story about a harder kind of decision: the one where everything is fine and something still pulls you toward more.

The turning point came from advice she had already given her own daughter. Kaylee got into the Naval Academy while her friends headed to…