Shannon Cree Sapp

Employer firm

Coquina Private Wealth Advisors CRD 333615

$418M regulatory AUM 8 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2015 → 01/2017
  Suntrust Investment Services, Inc.
  Atlanta, GA
• 09/2016 → 07/2018
  Suntrust Advisory Services
  Atlanta, GA
• 01/2017 → 07/2018
  Suntrust Investment Services, Inc.
  Atlanta, GA
• 07/2018 → 03/2025
  Raymond James Financial Services, Inc.
  Sebring, FL
• 07/2018 → 03/2025
  Raymond James Financial Services Advisors, Inc.
  Sebring, FL
• 12/2021 → 03/2025
  Coquina Private Wealth, Llc
  Port Charlotte, FL
• 12/2021 → Present
  Legacy Wealth Holdings Llc
  Sebring, FL
• 01/2025 → Present
  Wealthcore Financial Planning Llc Dba Wealthcore Financial Plann
  Sebring, FL
• 03/2025 → Present
  Coquina Private Wealth Advisors
  Port Charlotte, FL

Previous Registrations

• 2018-07-23 → 2025-03-31
  Raymond James Financial Services Advisors, Inc
  Sebring, FL
  Port Charlotte, FL
  Sebring, FL
• 2016-09-09 → 2018-07-13
  Truist Advisory Services, Inc.
  Frostproof, FL
  Sebring, FL
  Lake Placid, FL
  Avon Park, FL
  Arcadia, FL
  Sebring, FL
  Fort Meade, FL
• 2015-04-06 → 2016-12-31
  Truist Investment Services, Inc.
  Sebring, FL
  Arcadia, FL
  Frostproof, FL
  Fort Meade, FL
  Avon Park, FL
  Sebring, FL
  Lake Placid, FL

Other Businesses

(1) Name of Business: BUTTERFLY ARISING, AN ANTI-TRAFFICKING ORGANIZATION, INC; Address: 22 Redwood Trail, Lake Placid FL 33852, United States; Activity Type: Non profit; Position/Title: Secretary; Investment Related: No; Start Date: 06/16/2022; Hours per month devoted to this business: 0-1 Hours per month; devoted to this business during trading hours: 0-1; Description of duties: Board meeting attendance (2) Name of Business: Coquina Private Wealth, LLC Address: 18501 Murdock Circle, Port Charlotte, FL, 33948, United States; Activity Type: Support Company - Non Owner; Position/Title: Associate/Employee; Investment Related: No; Start Date: 12/06/2021; Hours per month devoted to this business: 0-1; Hours per month devoted to this business during trading hours: 0-1; Description of duties: Name is going to be added to my email signature (3) Name of Business: Grace Bible Church Address: 4541 Thunderbird Rd, Sebring, FL, 33872, United States; Activity Type: Non profit; Position/Title: Board Member; Investment Related: Yes; Start Date: 07/10/2018; Hours per month devoted to this business: 2-10; Hours per month; devoted to this business during trading hours: 2-10; Description of duties: Review, discuss and guide the financial activities of the church (4) Name of Business: Legacy Wealth Holdings LLC; Address: 18501 Murdock Circle, Port Charlotte, FL, 33948, United States; Activity Type: Support Company - Owner; Position/Title: Officer - CEO, Other Investment Related: No; Start Date: 12/15/2021; Hours per month devoted to this business: 0-1 Hours per month; devoted to this business during trading hours: 0-1; Description of duties: Legacy Wealth Holdings LLC will be the holding company for my RJFS business for tax reporting purposes. (5) Name of Business: Legacy Wealth Holdings LLC DBA Legacy Accounting Services; Address: 659 S Commerce Ave, Sebring, FL, 33870, United States; Activity Type: Accounting/CPA; Position/Title: Owner/Proprietor; Investment Related: No; Start; Date: 09/20/2019; Hours per month devoted to this business: 21-40; Hours per month devoted to this business during trading hours: 21-40; Description of duties: Tax Preparation and Bookkeeping Services (6) Name of Business: Simplicity Group/SureLC and One Insurance Solutions; Address: 659 S Commerce Ave, Sebring, FL, 33870-3810, United States; Activity Type: Non-variable Insurance; Position/Title: Agent Investment Related: Yes; Start Date: 11/27/2024; Hours per month devoted to this business: 0-1; Hours per month devoted to this business during trading hours: 0-1; Description of duties: Writing term life insurance business (7) Name of Business: WealthCore Financial Planning LLC DBA WealthCore Financial Planning; Address: 659 S Commerce Ave, Sebring, FL, 33870-3810, United States; Activity Type: Support Company - Owner; Position/Title: Officer - CEO; Investment Related: No; Start Date: 01/01/2025; Hours per month devoted to this business: 0-1; Hours per month devoted to this business during trading hours: 0-1; Description of duties: Ownership of entity name - no business currently being handled through this brand. (8) Name of Business: Givewell Community Foundation; Address: 1501 South Florida Avenue, Lakeland FL 33803, United States; Activity Type: Non profit; Position/Title: Board Member; Investment Related: No; Start Date: 07/01/2023; Hours per month devoted to this business: 2-10: devoted to this business during trading hours: 0-1; Description of duties: Board meeting attendance

Exams

• S66 Uniform Combined State Law Examination
  2015-03-31

Designations

• Certified Financial Planner

Other Names

• Shannon Cree Sapp
• Shannon Sapp Sudduth
• Shannon Sapp Sudduth
• Shannon Cree Sapp
• Shannon Sapp Sudduth