Associate Wealth Advisor
Shelly is an Associate Wealth Advisor in the Boston office and is responsible for partnering with clients and their advisors to provide customized solutions that help clients meet their financial goals. Among her duties are investment strategy implementation, portfolio performance reporting, asset allocation modeling and client servicing. Shelly worked as an intern at Beacon Pointe during her last semester at Bentley University before joining the firm full-time. Shelly received a B.S. in Finance from Bentley University with a concentration in Capital Markets with a minor in Data Technologies. Shelly is originally from Central New York. Outside of work she enjoys painting, traveling, and spending time with friends and family.