Founder, owner and financial planner
The New School of Finance
A financial planner, speaker, media personality, entrepreneur and financial literacy advocate, Shannon Lee Simmons started the New School of Finance in 2010. The fee-for-service financial practice offers unbiased, sound and affordable financial advice to people and small businesses. Simmons’ unique business model led to her recognition in 2018 as Woman Innovator of the Year at WPC’s inaugural Women in Wealth Management Awards.
“We also have a digital platform, which is our online school for financial literacy,” Simmons said when accepting her award. “It has helped us turn a service-based business into a scalable one. I think the combination of those, along with our use of social media, has been the trifecta, which gave to the innovation that won this award.”