Kassouf Wealth Advisors names new principal

Kassouf named a new member of its leadership team. Shannon J. Pike, CFP® will work as a Principal in the firm’s financial planning and wealth management area.

“Shannon’s extensive experience, knowledge, and devotion to clients make him an invaluable addition to our team. I’m eager to see all Shannon will accomplish at the firm,” said Director Gerry Kassouf, CPA, PFS, CFP®, AEP®, CGMA.

A graduate of the University of Illinois, Pike holds over 25 years of experience in financial planning and is a CERTIFIED FINANCIAL PLANNER™ practitioner. He has served and held numerous volunteer positions with the Financial Planning Association (FPA) over the last 20 years, including six years on the National Board of Directors, as the National President in 2017, and has chaired and continues to serve on FPA’s Public Policy Council.

“I am honored and excited to continue my career with Kassouf here in Birmingham. I look forward to joining the firm’s leadership team and providing unbiased, holistic financial advice to our clients,” Pike said.

He previously worked in Houston, Texas, for organizations including JPMorganChase, Linscomb & Williams, and most recently Tanglewood Legacy Advisors.

As Principal, Pike will work with Kassouf’s wealth advisory leadership team in providing relationship-focused planning to help clients preserve and grow their wealth. As fiduciary advisors, the firm does not represent investment or insurance providers, nor do they receive commissions for recommending investments or trading securities. Learn more about Kassouf Wealth Advisors here.