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.