Senior Vice President | Certified Private Wealth Advisor® | Financial Advisor
Shelley has worked in the financial services industry since the early 90s, and has been in partnership with Tom Lombardo for over 20 years. As an experienced financial advisor and Certified Private Wealth Advisor®, Shelley offers skilled insight and a depth of knowledge to each client situation.
What do you enjoy about the work you do?
The quality of the relationships that we’ve built with our clients is what brings joy to the job. We’re so fortunate to work with such interesting, diverse, and kind people, and we’ve learned so much from them and their experiences. I’m honored to have been chosen by them to help them realize their dreams.
Who is someone you admire, and why?
My mother was the first of her family to graduate from college, which she did while raising two small children; going on to excel in the financial services industry during a time when it was still heavily dominated by men. She succeeded not by trying to emulate her male co-workers, but by embracing what made her different. I’ve learned so much from her example, and am so fortunate to have her as an inspiration.
What are the best skills that you bring to your job?
I hope to be able to help clients understand how their emotions often drive their money and investment decisions, and how to make better choices in that context. Giving advice is what we’re paid to do, but listening and educating is the foundation that advice is built upon, and we’re continually working to improve that skill.