Shelly is a Senior Registered Client Service Associate at Omega Wealth Planners of Raymond James, where she began her career in 2024. With over 10 years of experience in the financial industry, she has developed a robust skill set that includes client management, financial planning, and investment strategies.
Shelly is a proud alumnus of Florida A&M University, where she earned a degree in Business Administration/Finance. She has worked at Wells Fargo Bank for 7 years, where she honed her skills in banking and customer service. At PNC Investments, where she spent 4 years, she expanded her expertise in investment management and financial advising. Most recently, she worked on employer plans with TIAA for 2 years, focusing on retirement planning and benefits administration. Shelly is a fully registered professional, holding her Series 63, 65, and Series 7 licenses.
Believing that personalized service is key to successful financial planning, Shelly assists the team with financial planning and portfolio proposals. She utilizes Raymond James's sophisticated planning tools and open architecture platform, featuring top investment managers, private equity funds, mutual funds, and ETFs, to help create tailored portfolios based on each client's unique goals and risk tolerance.
Shelly's diverse skill set enables her to handle various situations effectively, contributing to both client satisfaction and team success. Her passionate personality, combined with her background in music and graphic design, has fostered strong discipline and teamwork skills. A native of both the U.S. Virgin Islands and the British Virgin Islands, she enjoys traveling with her husband and two children, singing, practicing graphic design, and serving in her community.