Carolyn Kelly, CFP

2255 Glades Road
Suite 226A
Boca Raton, FL 33431

Main: 833-439-4678
Direct: 561-609-3200
shelbym@teamhewins.com

Shelby Miller, CFP®

Shelby’s background gives her a deep appreciation and understanding of the importance of working with an advisor that has the fiduciary duty to put clients’ needs first. She loves working one-on-one with clients to help navigate their complex financial situations and plan for the future.

Before joining Team Hewins, Shelby spent almost seven years at a Registered Investment Advisor (RIA) in Orlando, FL. Her varied roles provided her with broad exposure to many aspects of private wealth management and financial planning. She began with responsibilities in client service, trading, and compliance. She was later promoted to Associate Wealth Advisor, where she was able to take advantage of her passion for financial planning. She is particularly driven to help empower women to achieve financial wellness. Shelby enjoys working with female entrepreneurs and women transitioning through divorce or losing a spouse, helping them build financial comfort and confidence in their financial futures.

Shelby attended the University of Central Florida, where she earned a Bachelor’s degree in Finance with a minor in Accounting. After graduation, she earned her CERTIFIED FINANCIAL PLANNER™ designation.

Shelby loves spending time outdoors, whether it’s enjoying the beach or visiting the local farmer’s market. She also enjoys attending a yoga class and spending her weekend trying out new recipes. Weekends also often find Shelby watching her alma mater’s football games and cheering on the Miami Dolphins.

 

Download the Team Hewins App for iPhone, iPad, and all Android devices today!
Team Hewins Google Play Store
Team Hewins Apple Store
Best in State Advisors

Forbes Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes or SHOOK receive a fee in exchange for rankings. View Patrice’s full Forbes profile here.

Pin It on Pinterest