Shanna Stabi

Shanna Stabi

Client Services Associate & Bookkeeper

Shanna Stabi joined EagleStone Retirement Services in January 2022 as a Client Services Associate and Bookkeeper. As a part of ERS, she is responsible for internal finance, and the creation of and amendments to retirement plan documents.

Shanna received her bachelor’s degree in Public Relations and Marketing, with a minor in Outdoor Recreation Management from Kent State University.

A resident of Knoxville, Maryland, Shanna enjoys the outdoors. You can often find her kayaking, hiking, backpacking, and rock climbing in her free time.

Securities offered through Emerson Equity LLC. Member FINRA/SIPC. Advisory Services offered through EagleStone Tax & Wealth Advisors. EagleStone Tax & Wealth Advisors is not affiliated with Emerson Equity LLC. Financial planning, investment and wealth management services provided through EagleStone Wealth Advisors, Inc. Tax and accounting services provided through EagleStone Tax & Accounting Services.

For more information on Emerson Equity, please visit FINRA’s BrokerCheck website. You can also download a copy of Emerson Equity’s Customer Relationship Summary to learn more about their role and services.

Download our Form CRS (Client Relationship Summary) by clicking here.

Download Form CRS Exhibit Document by clicking here.

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Investment products & services are only available to residents of DC, FL, IN, MD, NY, PA, SC, & VA.

Licensed to sell insurance and variable annuities in the following States: DC, DE, FL, MD, ME, MI, NC, NJ, NY, PA, SC, & VA.