Broker Check
 
Colleen Shelly

Colleen Shelly

Operations Lead

Colleen’s passion for helping others and attention to detail, is what led her into the financial services industry. Upon obtaining her Bachelors degree from John Carroll University here in Cleveland her first start began on the Fixed Income Securities trading floor with the former McDonald Investments.

As Colleen’s financial services knowledge grew and the industry evolved, she would find opportunities to increase her experience with other recognizable organizations like UBS and PNC. Throughout these years, Colleen refined her passion for client services while realizing the benefits that sound financial planning can provide individuals and families.

“Wishing to serve a manageable client base within an established advisors’ practice” is what led Colleen to anchor her professional passions with WealthPlan Partners. The comprehensive financial planning experience that WPP delivers, creates an ideal fit for Colleen which enables her to serve at an even deeper client centric level. She holds her Series 7 and 66 industry certifications which empowers her to handle all investment account service matters.  She is excited to add to her industry certifications as she grows in her role here on the team.

Colleen has a large immediate and extended family here in Northeast Ohio with which she and her daughter Hannah enjoy spending their free time. Her church and friends are also important parts of her life. She is excited to work and meet you to ensure the client experience continues to deliver on all that you have come to expect.