Shelton Dotson
Financial Advisor | Retirement Strategist | College Unit Director | Financial Educator | Wealth Accumulation | Risk Mitigation
- Role
- College Unit Director at Northwestern Mutual
- Location
- Houston, TX, US
- LinkedIn followers
- 500 followers
About Shelton Dotson
IMPORTANT: My team collaborates virtually with clients nationwide using technology, although I have an office in Houston, Texas.Our planning is based solely on the best interest of our clients. I believe generational wealth starts with the knowledge you pass down and the decisions you make today. The mission of my practice is to aid individuals, families, and business owners when it comes to putting together a holistic and comprehensive financial plan. I collaborate with clients to highlight wealth accumulation strategies, identify their financial risks, map out retirement strategies, and then focus on solutions that can help make their financial goals a reality. I was born and raised in Houston, Texas.What kind of goals can I help with?I have a passion for helping my clients reach all the goals that they set forth, whether personal, professional, and/or financial.Member of Kappa Alpha Psi Fraternity, Inc.(Nu Alpha Chapter)My motto is,\"I can do all things through Christ who strengthens me.\" Philippians 4:13.I love meeting new people so feel free to connect with me! If you have any questions, feel free to message me.
Experience
College Unit Director
Mar 2022 — Present
Developing the next generation of financial advisors- Helping recruit College Interns- Encouraging people to see the benefits of life long financial planning
Education
Texas A&M University
Bachelor's degree, Business Administration
Skills
- Powerpoint
- Microsoft Excel
- Basic Html
- Research
- Management
- Leadership
- Microsoft Office
- Project Management
- Microsoft Word
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