Shannon Acosta

CFP®, Financial Advisor

Benchmark Wealth Management / LPL Financial

5855 Ridge Bend Road
Memphis, TN 38120

: 901-682-7449

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I equip women of all backgrounds with the tools they need for building a legacy, enlighten them that financial independence is accessible, and embolden them to chase it.

Certifications & Licenses:

CFP®; Certified Estate and Trust Specialist; Series 7, 66

States where licensed: AL, AR, CA, CO, FL, GA, IL, IN, LA, MI, MO, MS, NC, NY, OK, PA, SC, TN, TX, VA, WA

Through partnership and accountability in financial planning, I’ve shouldered the mental load for hundreds of women who desperately needed to regain some intellectual and emotional bandwidth. That recaptured energy compounds to serve their own families, clients, and communities more effectively. - Shannon Acosta

Our Practice

Shannon is among a team of advisors based in Memphis, TN, who work to bring financial awareness to the city and beyond. Known for her fun and genuine approach, Shannon gains trust to serve her clients right where they are in their unique situations. Her heart is to help anyone who needs it and to educate along the way. This can range anywhere from an individual budget, debt pay-off strategies, personalized saving plans, retirement sustainability, and family estate meetings. With a can-do attitude and collaboration with other professionals, she seeks to help clients strategize a plan to meet their specific goals and dreams. She balances the right touch to challenge you and cheer you along the way to your success.

I equip women of all backgrounds with the tools they need for building a legacy, enlighten them that financial independence is accessible, and embolden them to chase it.

Services Offered and Area of Focus

Personal Financial Planning
Planning for Women in Life Transitions
Retirement Planning
Financial Education;Legacy and Charitable Giving
Estate Planning
Investment Management

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Disclosures

Security and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.

Broker: LPL Financial
Term: 2/26/2023 - 12/31/24

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DISCLOSURE Information

The Women’s Choice Award® Financial Advisor program was created by WomenCertified Inc., the Voice of Women, in an effort to help women make smart financial choices. The Women’s Choice Award Financial Program is based on 17 objective criteria associated with providing quality service to women clients, such as educational and professional credentials, experience, and a favorable regulatory history, among other factors, including letters of validation and background check. Financial advisors do not pay a fee to be considered or to qualify for the program. All qualified advisors are listed on womenschoiceaward.com. Once qualified, financial advisors may purchase additional marketing collateral such as licensed award seal usage, featured enhanced listing or additional promotional products. Qualified advisors showing up in the featured listings on the site have paid a fee to appear there. The inclusion of a financial advisor within the WCA Financial Advisor network should not be construed as an endorsement of the financial advisor by WomenCertified Inc. or its partners and affiliates and is no guarantee of quality of services provided to clients or future investment success.

Women’s Choice Award® Financial Advisors and Firms represent less than 1% of financial advisors in the U.S. A total of 67 advisors were considered for the 2023 Women’s Choice Award Financial Advisor program, and 61 fully qualified. Only self-completed surveys were used for qualification for 2023. Data for the 2024 program will be available mid-2024 when the application period closes.