Shannon Spotswood
CEO | RFG Advisory
Shannon Spotswood is a 25+ year industry veteran with extensive experience in retail and institutional finance, known for her passionate leadership and success in investment banking, hedge fund management, business development, and retail wealth management. Shannon joined RFG Advisory as President in 2015. She channeled her entrepreneurial spirit into leading a mission to create an Advisor-focused RIA, empowering Financial Advisors to build their businesses without compromise. Under her leadership, RFG Advisory has grown from $1.2B to over $5B in assets under management. In July 2024, Shannon was named CEO of RFG Advisory, overseeing all aspects of RFG 2.0, a fully integrated platform designed for independent Financial Advisors, and implementing strategic initiatives that contribute to Advisor success. Shannon remains dedicated to building an innovative, Advisor-focused RIA of the future.