Experience

Shurdonna collaborates with Financial Advisors to fully assess clients’ needs, identify a range of potential strategies, and coordinate planning and product solutions for those with significant wealth. Most recently, Shurdonna served as Assistant Vice President & Senior Financial Planner supporting the advanced financial planning efforts for Janney's Mid- Atlantic region. Shurdonna has more than 15 years of progressive experience in the investment-management industry, and has earned the Certified Financial Planner™ designation and holds FINRA Series 7 and 63 licenses. She received her Juris Doctor (J.D.) from Temple University Beasley School of Law and has a Bachelor of Science in Finance from Morgan State University Earl G. Graves School of Business and Management.

Designations

  • CFP®

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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