Client Service Manager
Shelly joined Raymond James in 2004. She began her financial services career at American Century Investments in 1992 and later worked for JP Morgan Retirement Plan Services. She has completed the Pension and Actuary 1 A&B exam.
Shelly assists with marketing and client service activities on a part-time basis. She also helps coordinate our service to small business retirement plans.
Shelly's professional licenses include: