Our Professionals

Shayna A. Lebowitz, CFP ^®
Planning Associate

Shayna has been working in the financial services industry since 1999. She received her bachelor’s degree in Business Administration with a concentration in Accounting from Boston University, and earned an Executive Certificate in Financial Planning from Georgetown University.

Shayna is a member of the national Financial Planning Association and the Financial Planning Association of the National Capital Area.

Shayna is part of a client relations team and is involved in many aspects of integrated wealth management, including financial planning analyses, client meetings, estate planning and income tax preparation.

Prior to joining The Monitor Group, Shayna worked as a Client Services Manager at Raymond James Financial Services, and in several positions at State Street Corporation, financial services company.