Shana Rivera

shana rivera
FINANCIAL CONSULTANT

srivera@mapstoneveritas.com

585.475.8407
585.292.1569 (fax)

PROFESSIONAL EXPERIENCE |

A Financial Consultant at Mapstone | Veritas, Shana entered the investment and financial services industry in 2012 while assisting her brother, David Stoller, with financial transactions, scheduling appointments, client relationship management, and social marketing. Her prior background in sales and marketing is a tremendous asset to our firm. Before coming to Mapstone | Veritas she partnered with small to medium sized business owners in the Rochester and surrounding areas to help build and brand their company. She was promoted to District Sales Manager mentoring a team of 12 with full oversight in training and field support for sales and execution.

EDUCATION |

1995 graduate of Webster Schroeder
1999 graduate SUNY Brockport, B.S. Broadcast Communications, Minor in Sociology
Series 7, 63, 65 registrations.

COMMUNITY |

Outside of work, Shana volunteers her time at her sons school in the Fairport School District and is a past member of the Parent-Teacher Association.
Council.

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PLACES TO VISIT

Phoenix, AZ where my sister lives
Our cottages on Canadaigua Lake & Sodus Bay, NY

THINGS TO DO

Outside of work you'll find me running, hiking, boating ,being outdoors and spending time with family and friends

QUOTE

"Challenges are what make life interesting and overcoming them is what makes life meaningful." Joshua J Marine

FUN FACT

I love to bake and have always wanted to attend culinary school.

MAPSTONE | VERITAS Financial Group is not owned or operated by Equitable Advisors, LLC or its affiliates.

ADVICE | EXPERIENCE | RESULTS | SINCE 1970

Securities offered through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances. Individuals may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. The information in this website is not investment or securities advice and does not constitute an offer. For more information about Equitable Advisors, LLC you may visit https://equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure.

Mapstone | Veritas Financial Group is recognized by Equitable Advisors as a Platinum Paramount Planning Group firm of the Elite Advisor Group, based on their members achieving a certain sales production level among all firms within our organization. Elite Advisor Group (EAG) is an internal recognition program of Equitable Advisors, LLC.

Mapstone | Veritas Financial Group (“MV”) is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.

General Conflict of Interest Disclosure

PPG-122505 (Rev. 11/20) (Exp. 11/24)

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shana riveraFINANCIAL CONSULTANT

ADVICE | EXPERIENCE | RESULTS | SINCE 1970

shana rivera
FINANCIAL CONSULTANT