In 1997, I opened my Edward Jones office and have been an active member in various community organizations. I have served as a past president of the Smithtown Business and Professional Women's Network.
I have earned and hold the following professional designations: CFP® (Certified Financial Planner™), ChFC® (Chartered Financial Consultant), CLU® (Chartered Life Underwriter) and AAMS®. The Certified Financial Planner Board of Standards Inc. awards CFP® certification to individuals who meet the board’s requirements for professionalism in financial services. To gain certification, a financial advisor must pass the CFP® Certification Examination and the CFP Board’s Fitness Standards for Candidates and Registrants, agree to abide by the CFP Board’s Code of Ethics and Professional Responsibility and comply with the Financial Planning Practice Standards.
My securities registrations are: General Securities Representative (Series 7), State Registered Agent (Series 63), Uniform Investment Adviser (Series 65).
My education background includes a bachelor's degree, where I graduated cum laude and a master's in business administration (MBA). I was also inducted into the Delta Pi Honor Society.
We focus in investments, portfolio construction, retirement planning, employer plan options, IRAs and inheritances. We are a warm and friendly office. Along with my branch office administrator, Debbie Vanderwaag, we enjoy our long-term interaction and close relationship with our clients.
My office is located at 2193 Jericho Turnpike, Commack, NY. We can be contacted at 631-462-8550 or [email protected].
- Wealth Strategies
- Retirement Savings Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
- Intergenerational Planning
- Divorce Finances
Phone NumberShelly M Newman at (631) 462-8550
|Mon||09:00AM - 04:30PM|
|Tue||09:00AM - 04:30PM|
|Wed||09:00AM - 04:30PM|
|Thu||09:00AM - 04:30PM|
|Fri||09:00AM - 04:00PM|
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