Experience

Shurdonna is a Vice President and Director of Janney’s High Net Worth Consulting Group, providing comprehensive and sophisticated guidance on complex financial matters for individuals, families, business owners, executives, professional athletes, and other clients with complex needs.

Prior to her current role, Shurdonna served as Assistant Vice President and Senior Financial Planner, supporting advanced planning initiatives across Janney’s Mid-Atlantic region. She partnered with Financial Advisors and their clients to develop comprehensive strategies including estate and wealth transfer planning, asset protection, retirement planning, tax planning, and charitable giving.

Shurdonna brings more than 17 years of experience in investment management. She previously served as a Financial Advisor with Vanguard Personal Advisor Services®, providing investment guidance and comprehensive planning to high-net-worth clients. She also worked in Vanguard’s Education Savings Group and completed the firm’s Accelerated Leadership Development Program, with rotations across Retirement Plan Services, International, and the Retail Investor Group.

Personal and Educational Background

Shurdonna is a Certified Financial PlannerTM professional and holds FINRA Series 7 and Series 63 licenses. She earned her J.D. from Temple University Beasley School of Law and a B.S. in Finance from Morgan State University’s Earl G. Graves School of Business and Management. Shurdonna is an active leader in her region's nonprofit community, serving on the board of Philadelphia’s Magic Gardens and participating in its finance, DEI, and strategic planning committees. She is also a member of Alpha Kappa Alpha Sorority, Incorporated, an international service organization.

 

Designations

  • CFP®
  • Juris Doctorate

For more information about Janney, please see Janney’s Relationship Summary (Form CRS) on www.janney.com/crs which details all material facts about the scope and terms of our relationship with you and any potential conflicts of interest.

To learn about the professional background, business practices, and conduct of FINRA member firms or their financial professionals, visit FINRA’s BrokerCheck website: http://brokercheck.finra.org/

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