With over a decade of experience as a branch operations specialist at Raymond James, Shelly brings extensive experience and a commitment to excellence in client service and operational efficiency. A proud graduate of the University of Toledo, Shelly was born and raised in Toledo, Ohio, but now calls Florida home. She specializes in client services, account management and insurance/annuity operations. Shelly is passionate about building relationships with her clients and ensuring they are confident in their team.
Outside of work, Shelly finds joy in spending time with her loving husband and three amazing children. When she’s not supporting clients and colleagues, you’ll likely find her on the tennis court, sharpening her skills and enjoying the game she loves.
