Meet Shannon

Shannon Kimmel

Financial Advisor

With over 30 years of experience in financial services, Shannon Kimmel helps individuals and families navigate wealth with clarity, confidence, and care. Known for her holistic, client-centered approach, she designs custom strategies that not only protect and grow assets in tax-advantaged ways but also align financial choices with life’s deeper priorities—relationships, legacy, generosity, and opportunity.

Drawing on leadership roles at S&T Bank, First Commonwealth, and Merrill Lynch, Shannon combines investment and banking expertise with a passion for service. She holds a bachelor’s degree in Accounting and an Executive MBA from Indiana University of Pennsylvania’s AACSB-accredited Eberly College of Business. Shannon is licensed with FINRA Series 7, 63, and 65 securities as well as Life, Annuity & Health Insurance.

Based in Indiana, PA, Shannon is deeply rooted in her community. She volunteers with the United Way of Indiana County, the Salvation Army, and the Angel Tree Program, and serves on the Eberly College Business Advisory Council.

Beyond work, she is a proud mother and grandmother, an enthusiastic supporter of youth athletics, a lover of coffee and wine dining, and, above all, a devoted servant of Jesus Christ.