Shannon Donovan joined Boston Harbor Wealth Advisors in June 2022 and serves as the Office Manager, helping to ensure the office operates efficiently and provides a welcoming experience for both clients and team members. As one of the first voices clients hear when they call and one of the first faces they see when they visit, Shannon is committed to delivering friendly, professional service while supporting the daily needs of the firm.

In her role, Shannon oversees day-to-day office operations, manages scheduling and forms, coordinates office supplies and inventory, assists with bookkeeping tasks and serves as a go-to resource for team members across the office. Her attention to detail, organizational skills, and willingness to help wherever needed contribute to a smooth and positive experience for clients and colleagues alike.

Shannon holds a Master’s Degree in Criminal Justice and brings a thoughtful, service-oriented approach to her work each day. She is known for being personable, helpful, highly organized, and someone who can be counted on to find solutions when challenges arise.

What originally attracted Shannon to the profession was the opportunity to work directly with people and provide exceptional client service. She remains passionate about her work because of the collaborative environment, supportive team culture, and the relationships she has built with clients and colleagues.

Originally from Marlborough, Massachusetts, Shannon takes pride in creating an organized, welcoming atmosphere where clients feel valued and confident that their needs are being handled with care and professionalism.