Experience

Shurdonna provides comprehensive solutions designed to effectively address complex issues to help high net worth individuals and families, business owners, corporate executives, professional athletes, and others meet their goals and objectives. Most recently, she 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.

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