Broker Check
Shannon Taylor, ChFC, MBA

Shannon Taylor, ChFC, MBA

Financial Advisor CUSO Financial Services, L.P.* at UFCU

“Comparison is the thief of joy.” – Theodore Roosevelt

Check the background of this investment professional on FINRA’s BrokerCheck.

Financial Planning isn’t just a job for me. It’s a calling. Growing up in humble beginnings in rural West Tennessee has shaped my perspective as a financial advisor and given me a deep understanding of the value of financial stability and smart planning. Now, with sixteen years of experience and the Chartered Financial Consultant (ChFC) designation, I have the tools, experience, and education to confidently navigate today’s markets and give financial advice that will positively impact my clients’ lives.

I’m passionate about thoroughly understanding your goals and dreams, as well as what keeps you up at night. I will learn about you and your family prior to making any recommendations, and we’ll work together at your pace to ensure you fully understand the strategies we implement.

I came to Texas through the Army in 2001. After living in San Antonio for twelve years, I moved to Austin in 2013. In 2019, I retired from the Army Reserves as a Major. I've loved my time in the Austin area and I'm thrilled to be part of UFCU! I'm very much a dog person, and in my free time I volunteer, do yoga and work in my succulent garden.

Get to Know Shannon

What was your favorite TV show growing up?
The Price is Right, hands down. Still the best game show ever.

If you could meet anyone, living or dead, who would it be?
General George Patton

What live concert have you attended that would surprise people?
Alanis Morissette!