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Shannon Dowling, CFP®

Client Service Associate

“I was drawn to Truepoint because of the dedication to clients paired with the team’s passion for a great work environment. I love that I am empowered to give great service while being supported by a team who cares deeply about me.”

Shannon’s Story

As a member of the client service team, Shannon provides ongoing support to our team of advisors to meet the needs of our clients. Through such tasks as managing custodial relations, opening new accounts, and executing transactions, Shannon loves that she can build relationships with each client she interacts with, making a difference in their lives

When not working, Shannon spends her time with friends and family exploring Cincinnati restaurants and breweries. Her hobbies include cooking and baking (but let’s be honest, the fun part is the eating of said products!), crafting, woodworking, reading a good book, and expanding her knowledge by listening to podcasts.


Specialties: client service, custodial relationships, financial transactions, problem solving

Education

University of Cincinnati, BBA, Marketing and International Business

Designations

CERTIFIED FINANCIAL PLANNER™

Community Involvement (1)

  • Matthew 25 Ministries

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