Barry Shelley
Private Wealth Advisor | CERTIFIED FINANCIAL PLANNER™ practitioner with B. P. Shelley & Associates A private wealth advisory practice of Ameriprise Financial Services, LLC
- Role
- Private Wealth Advisor at Ameriprise Financial Services, LLC
- Location
- Olde West Chester, OH, US
- LinkedIn followers
- 500 followers
About Barry Shelley
What you can expect when you work with me The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected. When you work with me, you receive: 1:1 financial advice based on your goals and needs. Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty. Regular meetings to review your goals, progress and investments. Anytime access to your investments and digital tools to help you stay on track. Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you. Get started CERTIFIED FINANCIAL PLANNER™ practitioner Chartered Life Underwriter® Chartered Financial Consultant® Chartered Advisor for Senior Living® Areas of focus Retirement Planning Strategies Estate Planning Strategies Please visit for important rules and disclosures about how you and I can interact on social media. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and CFP® in the U.S, which it awards to individuals who successfully complete CFP Board\'s initial and ongoing certification requirements.
Experience
Private Wealth Advisor
Ameriprise Financial Services, LLC
Aug 1984 — Present · West Chester, OH, US
Suite #18•••00 Centre Pointe DriveWest Chester, Ohio 45069Business Phone: 51••••••03Business Toll Free: 87••••••84Business Fax: 51••••••14E-Mail: b••••••••@ampf.comWebsite:
Education
University of Cincinnati
Bachelor of Fine Arts
1974 — 1978
The American College of Financial Services
Master of Science in Financial Services
2001 — 2007
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