Shannon Phelps - Email & Phone Number

Client Relationship Manager at Diversified Wealth Strategies

Shannon Phelps is based out of Baldwinsville, New York, United States and works at Diversified Wealth Strategies as Client Relationship Manager.

Shannon Phelps's Contact Information

Latest update

October 16, 2025

Location

Baldwinsville, New York, United States

Shannon's current employer

Diversified Wealth Strategies

Description

Building long-term relationships is our priority at Diversified Wealth Strategies, LLC. We start the process by taking time to listen and...

Website

divwealth.com

HQ Location

East Syracuse, NY, United States

Number of employees

11-50

Industry

Financial Services

Latest update

April 30, 2024

Read about Diversified Wealth Strategies

Frequent questions about Shannon Phelps

What company is Shannon Phelps working for?

Shannon Phelps works for Diversified Wealth Strategies.

What is Shannon Phelps's function at Diversified Wealth Strategies?

Shannon Phelps is Client Relationship Manager at Diversified Wealth Strategies.

Where is Shannon Phelps based?

Shannon Phelps is based out of Baldwinsville, New York, United States.

Who are Shannon Phelps's co-workers?

Shannon Phelps's colleagues are Bill Zaika, Gary Croniser, Sandra Basilio, Christopher Keegan.

Shannon's co-workers

Bill Zaika

Director of Risk Management

Gary Croniser

Certified Financial Planner Professional

Sandra Basilio

Senior Client Services Manager

Christopher Keegan

Partner & Wealth Manager

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