Tim Shannon
Executive Director, Head of Retirement Solutions, J.P. Morgan Wealth Management
Tim is the Head of Retirement Solutions for J.P. Morgan Wealth Management. In this role, he leads a dynamic team of retirement subject matter experts dedicated to providing J.P. Morgan advisors and their clients with retirement solutions tailored to meet the needs of individual investors and small business owners. Tim and his team frequently partner with peers to develop new and innovative strategies, to ensure that retirement accounts and experiences remain compliant with applicable regulations and to deliver client and advisor education.
Tim has over 20 years of experience in the retirement industry. Prior to joining J.P. Morgan, he worked at Merrill Lynch and Fidelity Investments in a variety of retirement-related roles, including product management and strategy.
Tim graduated from Wheaton College with a bachelor’s degree in history and has a J.D. from Suffolk University Law School. He also holds a FINRA Series 7 license.
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