Shelley Verhagen

As the CFO for the LPL CFO Solutions team, I provide advisors with actionable insights based on financial analysis and strategic planning to help drive higher practice valuations. With over 13 years of experience in the financial services industry, my journey began in the Private Banking and Investment division at Merrill Lynch. There, I worked directly with ultra-high-net-worth clients, addressing their unique and complex financial needs. Later, I transitioned into the Advisory division, where I served as a Financial Advisor and Wealth Management Specialist, focusing on comprehensive financial planning.

My educational background includes earning a Bachelor of Science in Business Administration from the Moore School of Business at the University of South Carolina. I completed the Certified Financial Planner Program at Queens University and hold Finra Series 7, 63, and 65 licenses. Additionally, I maintain North Carolina Life and Health Insurance designations.

Originally from Pawleys Island, SC, I now reside in Charlotte, NC with my husband and two children. In my free time, I love spending time with my family at the beach and in the mountains, engaging in a variety of outdoor activities. The balance of professional dedication and personal joy brings fulfillment to my life, both in and out of the office.

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