Lisa Shelton
Senior Vice President | Family Wealth Director | Financial Advisor at Morgan Stanley
- Role
- Senior Vice President, Financial Advisor, Family Wealth Director at Morgan Stanley
- Location
- Vancouver, WA, US
- LinkedIn followers
- 500 followers
About Lisa Shelton
Lisa Shelton is a Senior Vice President and Family Wealth Director at Morgan Stanley, serving busy professionals and families across multiple generations throughout the United States since In 2021 she was recognized as one of Forbes America\'s Top Women Wealth Advisors. Lisa works to help clients simplify their lives and grow their wealth, seeking to help build the financial confidence to focus on the lifestyle, career, and retirement they envision. Having embarked on a successful real estate career at 18, Lisa constructed her first home at 19 and successfully passed her Series 7 securities exam before her 21st birthday. With 25 years of investment experience and implementation, her passion for assisting clients has only intensified. Lisa’s journey underscores the value of hard work, the motivation required for success, and the significance of educating the next generation – principles evident in both her professional endeavors and personal life. In an era where clients have unprecedented access to investment information, Lisa places focus on the overall process rather than day-to-day market movements. Lisa focuses on navigating clients through pivotal life moments, helping address the intricate intersection of their emotional, investment, and financial needs. Regardless of age or life stage, crafting a comprehensive roadmap for your financial future and working with a caring advisor who appreciates your unique definition of financial success can help you in realizing your vision. Lisa married her high school sweetheart and had two children. After attending Boise State University, her daughter joined Morgan Stanley in September of 2022, while her son is currently an electrical apprentice with the IBEW. During her time away from the office, Lisa can be found in search of a new outdoor family adventure, refining her photography skills, working to maintain a healthy fitness level, or joyfully chasing a tiny white ball around the golf course. Lets discuss your goals & strategy for helping achieve them. Please call me at (36••••••94 or l••••••••@morganstanley.com. 2021 Forbes America\'s Top Women Wealth Advisors Source: Forbes.com (Awarded Mar 2021) Data compiled by SHOOK Research LLC based on time period from 9/30/19 - 9/30/20. 2021, 20••••24 Forbes Best-In- State Wealth Advisors Source: Forbes.com (Awarded 2021, 20••••24). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award. Award Disclosures:
Experience
Senior Vice President, Financial Advisor, Family Wealth Director
Aug 1999 — Present · Vancouver, WA, US
Chartered Retirement Planning Counselor℠ - Areas of focus: Portfolio Management, Customized Asset Allocation, Financial and Retirement Planning, Estate Planning Strategies, Wealth Transfer Strategies, Education Planning, Retirement Income Planning ©2025 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via social network messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service.The information or content made available on this profile does not provide individually tailored investment advice and is not an offer to buy or sell any security or to participate in any investment strategy.MSSB Financial Advisors may only transact business, follow-up with individualized responses, or render personalized investment advice for compensation, in states where they are registered or excluded or exempted from registration. Designations and/or awards are not indicative of a Financial Advisor\'s past or future performance. No fee is paid in exchange for any award. For important information about any registrations, designation(s) and/or the ranking methodology for any award[s] listed, please see https://advisor.morganstanley.com/lisa.shelton. The information or content is for US residents only and subject to the following disclosures: allocation does not guarantee a profit or protect against a loss in a declining financial market.NMLS#: 15•••52
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.