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Business Development
Associate / East Region

SHELLY
BROCKMAN

A quirky blend of analytic and creative, shoe obsessed, non-fiction book nerd.  Shelly loves her morning routine of yoga, coffee and cuddles with her kiddos.

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16

AGE I BEGAN
INVESTING

Shelly Brockman is a connector, educator and community builder with a passion for strategy.  She focuses on creating the optimal experience for each advisor relationship and being a champion for their goals.

Life Philosophy:  Success is not a universal definition.

  • horseback riding 80% 80%
  • paddle boarding 95% 95%
  • running 75% 75%

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DM < EMAIL

@SHELLYBROCKMAN