Let's move forward. Together.

• AL
• CA
• CO
• FL
• GA
• IL
• IN
• MA
• NC
• NJ
• NY
• OH
• OR
• PA
• SC
• TN
• TX
• VA
• WA

Capabilities to impact your life and wealth

I deliver comprehensive wealth management and focus on these areas:

– Longevity planning, including retirement income and insurance planning

– Wealth transfer strategies, including inheritance and business succession planning

– Life transition planning for marriage, divorce or loss of a loved one

My professional achievements and education

– Named to the exclusive "Top 35 under 35" Financial Advisor program in 2013 and Director's Council the past five plus years

– Series 7 and 66 securities licenses

– Certified Financial Planner and Chartered Retirement Plan Specialist licenses

– B.S., Marketing and International Business, PennState University

Making a difference in my community

– Member of the Women's Executive Council of Orlando

– Supporter of the Arnold/Winnie Palmer Foundation

– Supporter of the Dr. Phillips Center of the Performing Arts

• Forbes America’s Top Women Wealth Advisors, 2020, 2021The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
• Forbes Best-in-State Wealth Advisors, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
• Forbes Top Women Wealth Advisors Best-in-State, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
• Working Mother Magazine/SHOOK Top Wealth Advisor Moms, 2018, 2019, 2020, 2021The Working Mother Magazine/SHOOK rating is compiled by Shook Research and awarded annually in October based on information from a 12 month period ending in March of the award year.

• PennState University, B.S., Marketing and International Business

• CERTIFIED FINANCIAL PLANNER®
• Chartered Retirement Planning Counselor

• AL
• CA
• CO
• FL
• GA
• IL
• IN
• MA
• NC
• NY
• OH
• OR
• PA
• SC
• TN
• TX
• VA
• WA
• WI

TRANSITIONED TO RETIREMENT

A CERTIFIED FINANCIAL PLANNER, CFP® with nearly three decades of experience as a financial advisor, Shelly has focused her talents on serving the investment needs of families, retirees, and widows. She is fully committed in delivering exceptional client service and building long term multi-generational relationships. She began her career at Merrill Lynch in 1985 where she worked prior to joining UBS in 2003. Shelly received an M.B.A. from The University of Central Florida, Orlando, FL, and a B.A. from Emory University, Atlanta, GA.

Growing up the daughter of an aerospace engineer, Shelly lived all over the United States during her childhood. She settled down in Orlando in 1974. A widow, Shelly has a daughter and two grandchildren, who live in Altamonte Springs, FL, with whom she enjoys spending time.

Involved in her community, Shelly is on the board for The Central Florida American Lung Association Southeast Region and its executive committee and the Women’s Executive Council. She also volunteers with the Dr. Phillips Performing Arts Center. In her free time she enjoys playing bridge with her friends, traveling, and attending the theater.

• University of Central Florida, M.B.S
• Emory University, B.A

• CERTIFIED FINANCIAL PLANNER®

Gloria began her career with Dean Witter in 1997 before joining UBS in 2009. Because she has over 24 years of financial services experience, and has seen many changes within the industry, Gloria is well–equipped to not only anticipate client needs, but, obtain positive results from the most difficult of challenges. Gloria is responsible for making sure that each client experience is positive, seamless, and rewarding.  She genuinely cares about each client and enjoys sharing in their triumphs and sorrows.

Gloria enjoys spending time camping, riding ATVs and playing golf in her spare time. She and her husband, Mike, also enjoy spending time with their children and grandchildren.