Shannon Spotswood was named President of RFG Advisory in February 2016. Her strategic vision for the firm is one of rapid, well-executed expansion across the U.S. Her focus is on best practices for advisor recruitment and transitions, corporate marketing, business development, and M&A. She is committed to supporting RFG Advisory’s high-growth, hybrid RIA platform with a network of professional independent financial advisors. With more than 20 years’ experience, Shannon is putting her enthusiastic passion for the finance industry to work developing the processes and technology to help RFG Advisors—and their clients—succeed.

Prior to her time at RFG, Shannon spent 20 years in finance serving as a Portfolio Manager and Director of Long-Only Equity Strategies for San Francisco-based hedge fund Symphony Asset Management, and as an Investment Banker with Volpe Brown Whelan & Co. Passionate about Wall Street since her 14thbirthday when she was given a subscription to the Wall Street Journal, Shannon started her career as a Research Analyst and Junior Trader for EGM Capital and worked at PaineWebber during college. Equally passionate about entrepreneurship and retail, for three years Shannon built a luxury children’s clothing company, Busy Bees, that is carried in more than 150 retail stores nationwide.

Shannon earned a Bachelor of Arts degree in both Economics and Political Science from the University of Arizona. After more than two decades living in San Francisco, Shannon along with her husband and three children moved to Birmingham in 2013. She is an outdoor enthusiast and enjoys spending time with her family and friends. Her daughters are avid equestrians, she is most often found after hours at the barn or chasing her son on the soccer field.

Rick Wedell joined RFG Advisory in September 2016. A veteran institutional investor with 14 years of experience managing both debt and equity, Rick was most recently an Executive Vice President, Head of Fixed Income Consumer Investments and Assistant Portfolio Manager at Bain Capital Credit. He helped grow the firm to $30.4bn in assets under management.

Rick is a market-tested leader—having managed through the volatile markets of 2001 and 2008 where he experienced first-hand the importance of portfolio diversification and the trade offs between risk and return. He leads our Investment Team with the guiding principle of simple, straightforward analysis and investments—clarity of thought in a complex world.

“Our job is to manage the financial future of our Advisor’s clients prudently through thoughtful investments, well-diversified portfolios, and a thorough understanding of risk. After a career in institutional hedge fund management, it is an honor to build and manage investment strategies designed to help real people strive to meet their goals.”