Michael Shelton

About Michael Shelton

Helping corporate professionals understand how to maximize equity compensation and investment benefits provided by their employers is a passion of mine. This passion stems from the satisfaction of seeing how individuals can maximize their long-term retirement plans by thinking more strategically about equity compensation plans available at their employers.And helping working families understand where to focus their time and energy with their finances through personalized planning is the foundation for this passion.Working with you to develop customized financial strategies begins first by listening and uncovering what matters most. When we first understand “Why” we are striving to achieve our unique goals, we can then understand more deeply “What” it is we need to do to ensure we are on the right trajectory. I partner with professionals and working families to do just that, and to support their path with personalized financial planning and support each step of the way.Customized financial planning is unique, specifically tailored to your situation. It is small-batch in nature.If you need help with anything, drop me a line.But if I’m not in the office, I’m probably doing one or more things like- Playing with my barefoot son at the park- Mountain biking, running or anything that elevates my heart rate- Foraging in local forests- Experimenting with my next batch of home-fermented Kombucha- And lastly, still drumming live a handful of times each yearI love connecting about any of the items above. And, if you’d like to connect and understand about what customized financial planning looks like, I’d be more than happy to talk.If you call me, I will take your call-Summit Wealth Group, LLC is a registered investment adviser. Michael Shelton is also a dually registered broker-dealer with Purshe Kaplan Sterling Investments. The content provided on this site is general in nature and for informational purposes only. It should not be interpreted as a solicitation or offer to buy or sell any security, nor as personalized investment, tax, or legal advice. Any opinions expressed are subject to change without notice. While information from third-party sources is believed to be reliable, its accuracy cannot be guaranteed. For additional information about Summit Wealth Group, LLC, please visit https://adviserinfo.sec.gov and search for our firm by name.

Experience

1. Financial Advisor

   Summit Wealth Group

   Apr 2022 — Present

Education

• University of Memphis

  B.A., Journalism: Advertising

  2006 — 2010

Skills

• Innovation
• Event Management
• Digital Marketing
• Thought Leadership
• Innovation Development
• Email Marketing
• Advertising
• Magazines
• Online Advertising
• Content Management
• Management
• Indesign
• Social Media
• Print and Online Ad Trafficking
• Social Networking
• Social Media Marketing
• Brand Development
• Event Planning
• Adobe Creative Suite
• Marketing Strategy
• Marketing Communications
• Facebook
• Process Improvement Projects
• Marketing
• Public Relations
• Press Releases
• Email Marketing and Monetization
• Continuous Process Improvement
• Process Quality Improvement
• Online Content Management
• Blogging
• Market Research