Meet the team
Our executive and senior leadership teams bring strong functional expertise and diverse perspectives to set strategic direction and support our Osaic communities.
Shannon Reid
As President of Osaic and Head of Advisor Growth and Engagement, Shannon is responsible for driving advisor recruiting and engagement. She partners across the organization and with advisors to support same-store sales, on-platform asset growth, and the expansion of Osaic’s Empowered Independence (W2) channel.
Career Summary
Shannon joined Osaic in 2026, bringing more than 18 years of experience at Raymond James, having held senior leadership roles across wealth management, practice management, retirement strategy, and risk management. Her work has included designing award-winning practice management and financial planning programs, leading firmwide retirement and cash management strategy, and driving large-scale operational and strategic initiatives.
Most recently, Shannon was President of the Independent Contractor Division at Raymond James Financial Services and a member of the firm’s Senior Leadership Team. In that position, she lead one of Raymond James’s largest business units, supporting independent advisors through enterprise strategy, advisor enablement, and operational execution.
Prior to joining Raymond James, Shannon began her career at Goldman Sachs, where she worked on major strategic initiatives including GS India, and later co-managed the Southeast region of Goldman Sachs’s wealth management business.
Shannon is known for aligning strategy, talent, and infrastructure to drive scalable growth and long-term value, with a leadership style grounded in accountability, collaboration, and purposeful execution.
She earned her undergraduate degree from Duke University and her MBA from Columbia Business School.