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Shelli Bouillion, CFP®, CLU – Sr. Client ManagerShelli rejoined Stavis Margolis Advisory Services in October 2006 as a Client Manager. She will work in Austin and her focus will be to ensure that our Austin clients have a positive client experience as they address their Financial, Retirement and Estate Planning needs. Shelli started with Stavis Margolis Advisory Services in October 1996 when the firm was in its infancy and participated in the growth of the firm until December 2002 as a Financial Planning Analyst. In December 2002, she moved to Austin to be with her new husband and worked with a life insurance company which specialized in private placement life insurance for high net worth individuals to coordinate with their wealth management and wealth transfer plans.
A
graduate of Texas A&M University with a
degree in Public Relations, Shelli
brings over 16 years of experience in
the financial industry. She spent the
first six years of her career working in
the bond industry in institutional
sales. Shell is a CERTIFIED FINANCIAL
PLANNER™ professional, a Chartered Life
Underwriter and currently holds Series
7, 63 and 65 licenses as well as a life
insurance license. She is a registered
representative of FSC Securities, Inc.
Member FINRA/SIPC.
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