Find the Certified Financial Planner™
Who's right for you.

Shannon B. Rowan, CFP®

Burke & Herbert Bank and Trust

117 N. Fairfax Street
Alexandria, VA 22304
Phone: (703) 402-1270
Fax: (240) 497-7215

Household Income Minimum: $0
Investable Asset Minimum: $250,000

Specialties
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Banking
  • Annuities
  • Asset Allocation
  • Estate Planning
  • Mutual Funds
  • Insurance
  • Retirement
  • Stocks & Bonds
  • Succession Planning
  • Sudden Wealth
  • Special Needs

 

How Planner Charges
N/A

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.