Shelley is a CFO for the LPL CFO Solutions team. She provides advisors with actionable insights based on financial analysis and strategic planning to help drive higher practice valuations. Shelley has over 13 years of experience in the financial services industry. She started her career in the Private Banking and Investment division at Merrill Lynch working directly with ultra-high net worth clients as a resource for their unique and complex financial needs. She later transitioned into the Advisory division where she was a Financial Advisor and Wealth Management Specialist focused on financial planning.
Education and licensing
Shelley earned her Bachelor of Science in Business Administration from the Moore School of Business at the University of South Carolina. She completed the Certified Financial Planner Program at Queens University and holds her Finra Series 7, 63 and 65 licenses. She also maintains North Carolina Life and Health Insurance designations.
Shelley grew up in Pawleys Island, SC and currently resides in Charlotte, NC with her husband and two children. She enjoys spending time with her family at the beach and in the mountains doing every outdoor activity you can think of!