Our team
Professional, courteous, and independent on your behalf.
We realize in addition to our financial management experience, independent advice and investment resources, the foundation to building client trust is achieved in personalized service and responsiveness.
Take a look at our profiles below to learn more about our advisor’s and staff professional experience, then when we meet you can get to know us.
Shelley L. Iverson
Financial Advisor
Shelley L. Iverson takes a comprehensive approach to her client’s investment picture and will listen to your individual concerns and goals and help you to formulate a plan to stay ahead of the 13 Wealth Management Issues.
Shelley personally serves women and their families in Michigan and Florida with their investment objectives. Utilizing the resources of Bank of New York/Pershing, First Allied, Crump Insurance Agency as well as numerous professional asset management firms, she aligns a client’s investment program to their individual situation. Shelley takes pride in personally returning your phone call, never diverting her clients to support staff.
A 1989 graduate of Western Michigan University with a Bachelor of Science degree, she joined Independent Advisors in 2005 from Merrill Lynch and became a partner in 2007. She has worked in the investment field for 16 years.
Shelley enjoys running, golfing and martial arts. She is a member of Blessed Pope John XXIII Catholic church. She is an active alumae member of Chi Omega Fraternity and Panhel.