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 centered on client service, operational support, and ensuring a smooth, high‑quality experience for clients and the advisory team.
Shelly is a proud alumnus of Florida A&M University, where she earned a degree in Business Administration/Finance. She spent 7 years at Wells Fargo Bank, honing her expertise in banking and customer service. At PNC Investments, where she spent 4 years, she further strengthened her knowledge of investment operations and client support. Most recently, she worked on employer plans with TIAA for 2 years, focusing on retirement plan servicing 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 long‑lasting client relationships, Shelly supports the team with day‑to‑day operations and assists clients with account needs, service requests, onboarding, and ongoing relationship management. Her attention to detail and dedication help ensure a seamless experience for every client the team serves.
Shelly’s diverse skill set enables her to handle a wide range of 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.