Shellie Peters Email & Phone Number
Principal and Senior Wealth Advisor
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Shellie Peters Location
- Washington, DC, US
Shellie Peters Work
- 2019 -now Principal and Senior Wealth Advisor @ The Colony Group
- 2018 -now Senior Wealth Advisor @ The Colony Group
- 2013 -2018 Senior Advisor and Director of Financial Planning @
- 2010 -2013 Vice President, Financial Planning @
- 2009 -2010 Independent (relocating) @ on Sabbatical
- 2005 -2009 Senior Consultant, Manager, Family Wealth Management @
- 2002 -2004 Vice-President @ ETFidea, LLC
- 2001 -2002 Financial Consultant @
- 1999 -2001 Financial Planning @
- 1994 -1999 Director @
Shellie Peters Education
- Saint John Fisher College
BA (International)
1989-1993
Shellie Peters Skills
- Plannning
- Philanthropy
- Strategic Financial Planning
- Asset Allocation
- Retirement Planning
- Estate Planning
- Portfolio Management
- Financial Planners
- Wealth Management Services
- Investment Management
- Banking
- Life Insurance
- Wealth Management
- Risk Management
- High Net Worth Individuals
- Estate Tax Planning
- Trusts
- Family Office
- Succession Planning
- Asset Protection
- Leadership
- Investments
- Retirement
- Mutual Funds
- Management
- Insurance
- Wealth
- Financial Services
- Securities
- Asset Management
- Finance
- Alternative Investments
- Investment Advisory
- Investment Strategies
- Bonds
- Pensions
- Series 7
- Managerial Finance
- Equities
- Financial Advisory
- Strategic Planning
- Consulting
- Strategy
- Financial Planning
- Financial Management
Shellie Peters Summary
- Shellie Peters, based in Washington, DC, US, is currently a Principal and Senior Wealth Advisor at The Colony Group. Shellie Peters brings experience from previous roles at The Colony Group, Bridgewater Wealth & Financial Management, Wilmington Trust and on Sabbatical. Shellie Peters holds a 1989 - 1993 BA in International @ Saint John Fisher College. With a robust skill set that includes Plannning, Philanthropy, Strategic Financial Planning, Asset Allocation, Retirement Planning and more. Shellie Peters has 3 emails and 2 mobile phone numbers on RocketReach.
Looking for a different Shellie Peters?
Find contact details for 700 million professionals.
Others Named Shellie Peters
Shellie Peters
Principal and Senior Wealth Advisor
Washington, DC, US
Shellie Peters
Project Manager
High Point, NC, US
Shellie Peters
Licensed Real Estate Agent
Des Moines, IA, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co