Building Trusted, Deep-Rooted Relationships with Our Clients
Shelli is devoted to leading the daily administrative and operational responsibilities of the team, ensuring the highest level of service to our clients, and building trusted, lasting relationships.
Before joining Raymond James in February 2019, Shelli was a Senior Client Service Associate at UBS.
Earlier in her career, she worked at Bank of America for 30 years where she held the position of AVP Clients Sales and Service Officer.
Shelli grew up in Southern Michigan, relocated to Houston in 1983, and today lives in Missouri City, Texas, with her husband, Scott. They have two children, Haley and Camryn. In her free time, Shelli enjoys healthy cooking, watching sports, spending time outdoors with her family, and volunteering at her church and various Houston organizations.
CERTIFIED FINANCIAL PLANNER™, RJFS Founding Partner, Centrix Wealth Partners