Shelly Church, CFP®

Senior Vice President, Investments
shelly.church@raymondjames.com



A Certified Financial Planner™ certificant with more than 32 years of experience as a financial services professional, Shelly counsels clients on investment, financial and estate planning.

Her specialties and areas of expertise include the generational transfer of wealth and financial planning for divorced and widowed women. She has published resources on divorce and has received national media coverage for her expertise. From her years of firsthand experience, she deeply understands that the significant transitional periods in life brought on by death and divorce cannot only take a financial toll, but an emotional one, and she makes it a point to be there for her clients on both levels.

Shelly joined Raymond James in 1994 and served on the firm’s Women’s Advisory Council for 12 years. Formed to provide support to female financial advisors, one of the council’s primary objectives is to mentor those in need of guidance and advice. Shelly is passionate about her role as a mentor and offers her time to regularly coach female advisors new to the business.

In addition, she has been awarded the distinction of a seat on the Raymond James Financial Advisors Council and has been recognized with Chairman’s Council* honors since 2001. She was named by Raymond James Financial Chairman Tom James to the firm’s Executive Council in 2003 through 2005 and again from 2013 through 2015. In 2010 she was recognized by Raymond James as a “Woman of Distinction.”

Prior to joining Raymond James, Shelly served as founder and president of Diversified Financial Group. A Certified Financial Planner™ professional since 1989.

Raymond James is pleased to present Shelly Church as an esteemed member of its Speakers Network. The depth of her expertise in the financial services industry is complemented by her passion for education and the messages she conveys to organizations, corporations and communities. Read more about the Raymond James Speakers Network

Shelly is not only published in the investment advisory field, but is also a public speaker for high-profile, educational events. She has been featured in On Wall Street as a specialist in divorce planning and in Financial Planning magazine in an article about financing planning for blended families. In 2009 and 2010, Shelly was chosen by Barron’s as one of the top 1000 financial advisors in the U.S. In May, 2013 she was named in Registered Rep magazine’s 33rd annual “Advisors with Heart Award”.

Active in her community, she is a former member of the board of directors and president for the TECH Foundation, which honored her as Humanitarian of the Year in 1994. She has served on the Leadership Collier Advisory Board and as former chairman of the Leadership Collier Alumni Committee. In 2016, she was named as one of the Women of Initiative by the Community Foundation of Collier County.

She was president of the board of the American Heart Association in Collier County from 2001 to 2004 and chaired the 1999 and 2000 Heart Walks for Collier County. Shelly received the Volunteer of the Year award from the American Heart Association in 2001 from the Collier County Chapter. In 2006, she was awarded the prestigious Special Services Award at the Florida Affiliate level of the American Heart Association. In July 2016, Shelly was invited to join the Greater Southeast Affiliate Board of the American Heart Association.

Shelly has been “top walker” in the state of Florida for more than 15 years as measured by the dollars she has raised for the Collier County Heart Walk. She continues to raise money annually in memory of her son, Kyle Fernstrom, who lost his lifelong battle with heart disease in 2005 at the age of 18.

Shortly after Kyle’s death, Shelly was named to the board of Camp Boggy Creek, a facility in central Florida started by Paul Newman and Norman Schwarzkopf to serve chronically ill and terminally ill children, Kyle attended as a camper from 1997 through 2003. She currently serves as treasurer of the board and heads the investment and finance committees.

Shelly became a board member for the Forum Club of Southwest Florida in 2008, an organization that brings national and international speakers to Naples. She served on the board for seven years and served as president in 2016.

 

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Raymond James is not affiliated with the above independent organizations.

*Membership is based mainly on assets under management, education, credentials and fiscal year production. Requalification is required annually. The ranking may not be representative of any one client's experience, is not an endorsement, and is not indicative of advisor's future performance. No fee is paid in exchange for this award/rating.1

Barron's “Top 100 Financial Advisors”- Barron's is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The rankings are based on data provided by over 4,000 individual advisors and their firms and include qualitative and quantitative criteria. Data points that relate to quality of practice include professionals with a minimum of 7 years financial services experience, acceptable compliance records (no criminal U4 issues), client retention reports, charitable and philanthropic work, quality of practice, designations held, offering services beyond investments offered including estates and trusts, and more. Financial Advisors are quantitatively rated based on varying types of revenues produced and assets under management by the financial professional, with weightings associated for each. Investment performance is not an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients' risk tolerance than by an advisor's investment picking abilities. The ranking may not be representative of any one client's experience, is not an endorsement, and is not indicative of the advisor's future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating. Barron's is not affiliated with Raymond James.