Shannon Porfiris
Executive Assistant
Department: Internal Operations
Shannon joined the team in March 2026 when Legacy Wealth Management transitioned to Modern Wealth Management. She brings more than 10 years of experience in accounting and administration.
Shannon originally joined Legacy Wealth Management in 2019 as an operations assistant and executive assistant. Today, she serves as executive assistant for Modern Wealth.
In addition to her work with Modern Wealth, Shannon is a self-employed professional. For the past five years, she has provided bookkeeping and accounting services through SDP Accounting Services, LLC. She has also spent more than a decade delivering personalized concierge and administrative support services to small and medium-sized businesses through That Girl Friday.
Shannon grew up in New Jersey and relocated to Florida after graduating from Wesley College in Delaware. She values spending quality time with family and friends and has a strong appreciation for travel, particularly the opportunity to learn about diverse cultures and global perspectives.