Shelley White is the Director of Client Experience for Financial Services of Virginia. She is a licensed financial advisor with 4 years of industry experience. Her tasks include building rapport with new and current clients, preparing meetings between advisors, and scheduling educational seminars and other outreach programs. She takes pride in assisting clients with the onboarding process, ensuring smooth transitions for new clients, and helping to provide service to both individual and corporate accounts.
In addition, she works directly with the team, coordinating financial planning, risk management, and investment advisory services. Shelley likes to see herself as a friend and advisor to both new and existing clients, helping them to understand the various financial processes.
Shelley enjoys helping people improve their lives by making important and long-lasting financial decisions.
Shelley received her Undergraduate and Graduate degrees from Virginia Tech, earning a Master of Education in 2010. Her positive experiences when working with her own financial advisor, combined with the skills she gained as a classroom teacher, have helped her to move seamlessly from the field of education to the financial services industry. She has a strong desire to help others.
When she's not providing excellent relationship support to her clients, Shelley enjoys spending time with her husband, Tom, their new daughter, and their large and friendly dog, Fred. She also stays active by playing tennis, swimming and even taking time to travel to exotic destinations like Spain and Peru.
Shelley White is a registered representative of and offers securities and investment advisory services and financial planning through MML Investors Services, LLC, Member SIPC (www.sipc.org). Supervisory address: 100 Eastshore Drive, Suite 300, Glen Allen, VA 23059.
Licenses held: Series 6,63, 65, Life, Health and Annuity.