Wealth South | SHELLEY BIGELOW
961
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SHELLEY BIGELOW

Core Philosophy

Listening to the client intently to meet their needs, goals and address their concerns is imperative. Each client’s goals are strongly influenced by their past experiences and desired lifestyle in retirement.  By getting to know them and building trust, I feel I can best meet their needs and help them reach their objectives.  Our personal touch, fiduciary standard and team approach are requirements for great service.

PROFESSIONAL EXPERIENCE

Years of experience in trust administration, investments, compliance & operations
24

Locally Committed:

Hudson-Ellis Foundation, Board Member/Chair; McDowell Place, Advisory Board Member; Kappa Kappa Gamma Fraternity, Advisor; Argyll Homeowners’ Association, Secretary; Family Services Association, past Board Member/Treasurer; Leadership Boyle County, Alumnus; Farmers National Bank Leadership Academy, Alumnus; Owsley House, past Trustee.

EDUCATION

Centre College (B.A. International Relations)
1995
ABA National Trust School (2006); ABA Graduate Trust School
2009

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