Shelley serves as our Local Operations Manager and Advisor’s Assistant responsible for overseeing office operational processes and procedures. She facilitates appointments and provides support to the Advisor during client meetings. Shelley joined Turner Financial Group in 2007, making a career move from medical office administration. She possesses a real passion to help clients and team members and works diligently to provide efficient support to both, including the opening of new accounts, maintaining existing accounts, and processing money movement and trading requests.
Shelley values the family feel she shares with her co-workers and clients alike. Shelley married her husband Keith in 1990. They CHERISH THE MOMENTS they spend together with family and friends, cooking, boating, camping, and taking trips to the Great Smoky Mountains.
4655 Woodbine Road
Pace, FL 32571
Turner Financial Group. (“TFG”) is an SEC-registered investment adviser firm. Such registration does not imply a certain level of skill or training. For a copy of TFG’s current Form ADV that includes a description of our services provided, fees charged, and other important information, please click here. For additional important disclosures, please click here.
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