Barbara Shellman Bio Photo
Barbara Shellman, MBA Sr. Registered Client Service Associate

Barbara joined the Carlyon-Stoops Family Financial Planning team in 2020 as their Senior Registered Client Service Associate.  Her focus is delivering the highest quality client service experience.   Barbara assists with the financial planning process and is responsible for all aspects of client relationship service and business operations for the team.  She has 7 years of experience in the financial, wealth and retirement planning industry with Raymond James.  Earlier in her career, she worked in the banking industry as a commercial lender.

Barbara is originally from Rochester, NY, but moved to northern Michigan in 2001 and now calls Traverse City home.  She received her bachelor’s degree from Allegheny College and her MBA from the University of Pittsburgh.  Barbara holds both the Series 7 and 66 licenses.

Barbara is actively involved in the community. She has been a SCORE mentor since 2011 and, in alignment with her passion for financial literacy, is a volunteer with Junior Achievement.   Outside of work, she enjoys cooking, running, hiking, snowshoeing, reading, knitting and spending time with her three grown sons and daughter in law.

 

Raymond James is not affiliated with the above organizations.