Shannon Acosta
CFP®, Certified Estate and Trust Specialist (CES), LPL FINANCIAL ADVISOR
- Team Member Since: 2014
- Professional Superpower: Master of turning financial jargon into simple, actionable steps
- Unexpected Hobby: Crossword Puzzles and Escape Rooms
- Bucket List Item: Shark cage diving in South Africa
- Favorite Memory at Benchmark: Survivor-themed team meeting
- Preferred Ice Cream Flavor: Phish food or Moose Tracks (The chunkier the better!)
- Starbucks Order: Drip coffee with milk and water
Shannon joined the Benchmark team in 2014 as one of our financial planners. She and her husband, Hunter, have three wonderfully sticky children—Annie, Audrey, and Andrew—and two Weimaraners (the most bestest good dogs in the whole-wide world). Together, their family shares a love for art, comedy, food, and fitness. The Acostas are active members of Eastside Community Church and are deeply involved in the Memphis community. Shannon is an avid runner and gym rat, racing as a St. Jude Hero nearly every year. When she’s not logging workouts, Shannon’s either solving murder mystery boxes, cracking the team up with her hilariously bad puns, or indulging her fascination with sharks—her favorite animal. On vacations, the Acostas enjoy skiing, enjoying culture, savoring good wine, and spending time with family.
Before joining Benchmark, Shannon spent time sharpening her financial skills at Marriott Business Services and Marriott International. With her Masters in Finance, CFP® credentials, and CES™ designation, plus her Series 7 and 66 registrations (through LPL Financial), she’s your go-to for simplifying estate and financial planning. Shannon loves working with clients who lead busy lives and crave simplicity in their financial picture. Her ideal clients appreciate a collaborative approach and are looking for trusted guidance. With her blend of humor and heart, Shannon helps clients stay on course while tackling the complexities of their financial world—one well-timed pun at a time!
