Shelli Bouillion, CFP®**

Advisor
  • Has over twenty years of experience in the financial services industry.

  • Contributes extensive experience in Financial Planning and Estate and Insurance Solutions.

  • Earned a Bachelor of Science Degree in Journalism from Texas A&M University with a minor in Public Relations.

  • Serves as Chief Family Officer of her household, which consists of a loving husband and two amazing children.

  • Serves her community as a PTA member and volunteer at her daughter’s elementary school.

  • Received the Certified Financial Planner® certification in 2001.

  • Currently has a Series 7, Series 63 and Series 65 registrations, as well as, a Life Insurance license.