Shelley White is the Director of Client Experience for Financial Services of Virginia. She is a licensed financial advisor with 3 years of industry experience. Hertasks include building rapport with new and old clients, preparing meetings between advisors, and scheduling outreach programs like educational seminars. She takes pride in assisting clients with the onboarding process, ensuring smooth transitions for new clients, and helping service both individual and corporate accounts.
In addition, she assists James, Mark, and Justin with coordinating financial planning, risk management, and investment advisory services. Shelley likes to see herself as a friend to both new and existing clients and guides them through the various financial processes throughout these roles.
Her mission is to ensure that everyone is understood and enjoys helping people improve their lives.
Prior to working in financial services, she was a school teacher in Virginia. Shelley attended Virginia Tech for both undergrad and graduate school where she earned her master's degree in Education. She transitioned from this field because she recounted her past positive experiences with financial advisors and wanted to combine her financial background along with her teaching prowess to help others.
When she's not providing excellent relationship support, Shelley enjoys spending time with her husband, Tom, and their two dogs, Fred and Walter. She also stays active by playing tennis, swimming and even traveling to exotic destinations like Peru.
Shelley White is a registered representative of and offer 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.