AE Wealth Management has announced that industry veteran Shannon Larson has joined as president.
AE Wealth Management is coming off another period of extraordinary growth, having added more than $21 billion in assets under management over the past two years, including more than $12 billion in organic and transition growth. Looking ahead, the firm has set an ambitious goal to reach $250 billion in assets under management by 2035. Larson’s appointment as president will be instrumental in sustaining this momentum and driving the firm’s long-term vision forward.
Larson brings more than 25 years of experience supporting independent financial professionals, most recently at Osaic, where she held executive leadership roles across platform management, product development, distribution and marketing. Prior to joining Osaic, she held leadership roles at Eaton Vance, Cetera Financial Group, LPL Financial and Fisher Investments in a distinguished career dedicated to helping in
