- Shelly has a master’s degree in taxation and is a Certified Financial PlannerTM
Shelly has over 30 years of experience in the financial services industry. Before joining the Institute, she led a team of professionals who built financial plans for TIAA clients and provided support for TIAA Wealth Management Advisors.
As a financial planning thought leader, she supports TIAA’s objective of engaging customers with advice that helps them meet their financial needs to and through retirement. Her focus is on proactively delivering forward-looking content through different platforms.
Before joining TIAA, Shelly was a relationship manager at Chase Manhattan Bank, a financial planner/workshop presenter at Ernst & Young, and a financial planner at the Vanguard Group.
She is a board member of the College For Financial Planning, a member of the Association of African American Financial Advisors and a member of the CFP Board Appeals Commission. She’s also an arbitrator for FINRA and has chaired both the Disciplinary and Ethics Commission as well as the Commission on Sanctions Fitness of the CFP Board.
When not working, Shelly and her husband enjoy travelling and experiencing new cuisines.