About

Shannel Leow, CFP®

Director of Client Relations

Shannel began her career in finance in 2008. She holds the CERTIFIED FINANCIAL PLANNERTM professional certification, a Life, Accident and Health Insurance license and is a Notary Public. Shannel is responsible for handling client service, scheduling and operations management. Prior to coming to the US to join Pioneer Financial, she lived in Australia for 10 years where she worked at a stockbroking firm as an assistant to a team of stockbrokers.

Shannel was born and raised in Malaysia. She later moved to Sydney, Australia where she earned a Bachelor of Business in Finance, Banking and Financial Planning from University of Technology, Sydney. Shannel has a passion for working out and currently resides in Stamford, CT.

CFP Certificate

Let's Get Acquainted

We offer a complimentary "Get Acquainted" meeting to describe our services, and to see if our services are right for you.

Contact

  • Phone:
    800-339-1367
  • E-Mail:
    This email address is being protected from spambots. You need JavaScript enabled to view it.

Securities offered through Charles Schwab & Co., Inc. Member FINRA/SIPC.
Copyright © 2019 Magnus Financial Group | Powered by AdvisorFlex

280 Park Avenue, 25th Floor West, New York, NY 10017 | Phone: 800-339-1367 | Email: This email address is being protected from spambots. You need JavaScript enabled to view it.

Active clients will receive account statements directly from their qualified custodian at least quarterly. Statements should detail all transactions during the period. If you have any questions or are not receiving account statements at least quarterly, please contact us. If at any time you experience any changes in your investment objectives or risk tolerance, please contact us to determine if changes to your investment elections are necessary.

This website is provided by Magnus Financial Group LLC (“Magnus” or the “Firm”) for informational purposes only. Investing involves the risk of loss and investors should be prepared to bear potential losses. Past performance may not be indicative of future results and may be impacted by events and economic conditions that will not prevail in the future. No portion of this commentary is to be construed as a solicitation to buy or sell a security or the provision of personalized investment, tax or legal advice. Certain information contained herein this is derived from sources that Magnus believes to be reliable; however, the Firm does not guarantee the accuracy or timeliness of such information and assumes no liability for any resulting damages.

Magnus is an SEC registered investment adviser that maintains a principal place of business in New York. The Firm may only transact in those states which our notice is filed or qualifies for a corresponding exemption from such requirements. View Magnus Privacy Notice for more details. For information about Magnus’s registration status and business operations, please consult the Firm’s Form ADV disclosure documents, the most recent versions of which are available on the SEC’s Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov

Michael S. Schwartz is primarily licensed in New York and may be licensed in other states. AR License # 444300, CA License # 0H02771

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements

Regarding client privacy, please view the following Magnus Privacy Notice