Shannon Pidgeon

Shannon became a member of The Pidgeon Group of Wells Fargo Advisors as a Financial Advisor in February 2020. Shannon began her career in marketing at a technology company. This allowed her to meet clients at trade shows and maintain ongoing partnerships with both small and large companies. Through these relationships, she was better able to understand their goals and help them find the right solutions to fit those needs. She believes this perspective has uniquely positioned her to understand that, one can create a comprehensive plan that works to achieve desired results. She looks forward to creating similar partnerships with well-respected Certified Public Accountants and Estate Planning Attorneys to create holistic investment portfolio strategies for her clients. Shannon holds SIE, Series 7, Series 66, and CA Insurance license registrations.

Alice Pidgeon

Alice Pidgeon, CFA is a Vice President – Investment Officer and serves as the chief investment analyst for our team. She joined The Pidgeon Group in 1991, contributing her experience in asset allocation and portfolio analysis. She specializes in mutual fund selection and managed money programs. Alice began her career in New York City as a research analyst with the investment firms Pershing, Alliance Capital Management, and DLJ. Alice moved to San Francisco in 1984 and joined Wells Fargo Bank, where she managed $250 million in retirement plan assets. She earned a bachelor's degree in finance and marketing from Georgetown University in 1980 and achieved the designation of Chartered Financial Analyst in 1991. As a Chartered Financial Analyst (CFA), she is a member of the CFA Society of San Francisco and the CFA Institute.