Shannon L. Seltsam
Client Liaison, GPPW | Registered Client Service Associate, RJFS
A proud lifelong resident of Lexington, KY, Shannon attended Lafayette High School and the University of Kentucky where she earned a degree in finance. She put her budding career on hold to tackle the tough role of motherhood just out of college. With both of her two children now in high school, she’s focused on growing her career at Gratz Park Private Wealth.
Upon joining our team in 2019, Shannon earned her series 7 and 66 licenses. Shannon uses the knowledge she has gained to serve as Gratz Park Private Wealth’s Client Service Associate, and is the go-to person for the many administrative tasks her role oversees.
In her spare time, she enjoys taking her dogs, Reese and Watson, to the Wellington dog park where she volunteers on the “Beautification Crew.” She also volunteers at the Lexington Humane Society and is an active member of the Dunbar football booster club.
Contact Shannon for:
- Money movement (including RMDs)
- Appointment scheduling
- Assistance with online Client Access
- Paperwork/form requirements
- Notary services
- Delivery of Raymond James tax documents
- Charitable gifts