Shelley White Senior Advisor, Wealth Solutions
Shelley has over 30 years of experience in the financial industry, which includes 25 years working directly with clients to ensure their investment portfolios are providing them with peace of mind. This experience has given her the vast industry knowledge to work with investors from all walks of life.
Shelley believes that every client has a story, and being attuned to the “whole picture” of an investor’s life is the best way to forge a path to help clients achieve their investment goals. She understands that an investor’s goals and financial plans are ever-changing, dependent on age, celebrating milestones, retirement and career changes, and more. Therefore, her client relationship management style is based on frequent communication and ensuring her clients’ funds are working for them in the most efficient way possible.
Talking about finances and investments isn’t always easy. Shelley’s goal as an Advisor is to develop rapport and trust with her clients so that they can have an open and comfortable conversation about their lifestyle goals, and walk away with a sense of confidence and empowerment in their financial future.