Shelby McGuire is a Wealth Management Advisor with a passion for creating an engaging customer experience. Shelby came to Wambolt with seven years of experience serving high net worth clients and providing financial health expertise.
Shelby concentrates on providing whole health solutions under a comprehensive wealth management plan. She coordinates the multifaceted resources of our team of professionals from legal, insurance, investment, estate, business and tax disciplines in helping clients more fully understand how decisions and solutions will impact their financial journey.
Previously, Shelby was employed with JPMorgan Chase, where she cultivated meaningful relationships with clients in a variety of roles as she helped them reach their financial goals. Shelby expects to obtain her Series 65 license in early 2019, qualifying her to provide the highest-level investing advice to clients.
When she is not in the office, she spends most of her free time outside and traveling. Shelby loves to hike, rock climb, snowboard and workout. If it is anything physically and mentally challenging, she is up for it!