Shelley has been with UBS Financial Services Inc. for twenty five years. Her career began at Kidder, Peabody which was acquired by PaineWebber and subsequently UBS Financial Services Inc. Her mission is to harness the global resources of UBS to deliver a personalized financial strategy to help each client pursue their goals. She specializes in Wealth Planning based portfolio management and providing premium service to her clientele. Shelley was recently recognized as one of Silicon Valley's Top Wealth Managers for 2013 by the National Association of Board Certified Advisory Practices.

AK, AZ, CA, CO, CT, DC, FL, GA, HI, IA, ID, IL, LA, MA, ME, MI, MN, MO, MS, MT, NJ, NV, NY, OH, OK, OR, PA, TN, TX, UT, VA, WA, WY