The Fintape

Taking Care of Business with Shannon Spotswood

Brodrick Lothringer

Shannon Spotswood has a story that doesn’t fit in a straight line—and that’s exactly what makes it good. From hedge funds and IPOs to launching a kids’ clothing brand out of her garage, and now leading RFG Advisory, she’s been building things her whole career.

In this conversation, Shannon talks about the pivots that changed her path, the culture she’s protecting at RFG, and why independence matters more than ever for advisors. She also shares how balance, growth, and even a little Motown have shaped the way she takes care of business.

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