Shelli Bouillion, CFP®

Advisory Services Manager

Shelli has over 20 years of experience in the Financial Services industry, half of that being with Stavis & Cohen Financial. She contributes extensive experience in financial planning, estate planning and insurance solutions. Shelli is extremely passionate about providing clients with the tools and guidance to make sound financial choices. Her area of expertise includes corporate benefit planning.

Mrs. Bouillion received the CERTIFIED FINANCIAL PLANNER™ certification in 2001 and currently holds her Series 7, 63 and 65 Licenses as well as her Texas Life Insurance License.

She holds her Bachelor of Science Degree in Journalism from Texas A&M University with a minor in Public Relations. Outside of work, Shelli serves as Chief Family Officer of her household, which consists of a loving husband and two amazing children. She currently serves her community as a PTA member and volunteer at her daughter’s elementary school. 

Shelli resides in Austin and is happily married and has an amazing daughter and son.