Director of Client Service
Shelly graduated from The University of Alabama in 2006 where she received her Bachelor of Science degree in Restaurant and Hospitality Management. After graduation, Shelly worked in Operations and as a Client Service Associate at Morgan Stanley before joining Vision Financial Group in October of 2012.
As the Director of Client Service, Shelly’s responsibilities include processing service issues for new and existing clients and providing clients with Emoney Advisor website assistance. Shelly holds Series 7 and 66 securities licenses
Shelly and her husband Brian have been married since 2012 and have two boys, Martin and Miller. They are active members at Oak Mountain Presbyterian Church and are involved in the music ministry.
Securities offered through Concourse Financial Group Securities, Inc. (CFGS), Member FINRA/SIPC. Advisory services offered through Concourse Financial Group Advisors, a DBA for CFGS, a Registered Investment Advisor. Vision Financial Group, Inc. is independent of Concourse Financial Group Securities, Inc..
Please be advised that Shelly holds series 7 and 66 securities licenses.