Shantia can be reached at:

Email: shantia@theameriflexgroup.com
Direct Line: (702) 814-3407

 

Shantia McMillon-Anderson is a client-focused financial services professional specializing in advisor transitions, onboarding, and service experience. She partners closely with financial advisors and their teams to deliver seamless platform integrations, hands-on training, and operational support that drive efficiency and confidence. Known for simplifying complex processes and building strong relationships, Shantia brings a solutions-oriented approach rooted in clear communication and attention to detail.

She holds a Bachelor’s degree in Accounting and maintains an active Series 7 license. Based in Charlotte, North Carolina, Shantia is passionate about helping advisors and organizations thrive through streamlined, supportive experiences.