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 at Morgan Stanley as a Client Service Associate before joining Vision Financial Group in October of 2012.
Shelly’s responsibilities include processing service requests for new and existing clients.
Shelly and her husband Brian have been married since 2012 and have two boys, Martin and Miller. Shelly is an active member of Oak Mountain Presbyterian Church and enjoys volunteering in the children's ministry and singing in the church choir.
Registered Administrative Assistant of Cetera Advisor Networks LLC, member FINRA/SIPC. Cetera is under separate ownership from any other named entity.
Please be advised that Shelly holds Series 7 and 66 securities registrations.