Shelly Dodge's Location
Flower Mound, TX, US
Shelly Dodge's Work
- President @ Visionary Financial Group
- Investment Adviser Representative @ NEXT Financial Group
- Vice President and Investment Adviser @ Southwest Bank
- Investment Adviser @ Southwest Securities, Inc.
- Trust Officer @ Merrill Lynch
- Trust Officer @ Bank of America
- Securities Processor @ Chase
- Securities Processor @ Piper Jaffray
- Securities Processor @ Southwest Securities, Inc.
Shelly Dodge's Education
- The University of Texas at Dallas
Bachelor (Economics & Finance)
1991 - 1997 - Cannon Financial Institute
Certified Wealth Strategist® (Certified Wealth Strategist)
2009 - 2011
Shelly Dodge's Skills
- Investments
- Financial Planning
- Securities
- Portfolio Management
- Financial Advisory
- Estate Planning
- Wealth Management
- Investment Advisory
- Series 7
- Finance
Shelly Dodge's Summary
Shelly Dodge, based in Flower Mound, TX, US, is currently a President at Visionary Financial Group, bringing experience from previous roles at NEXT Financial Group, Southwest Bank, Southwest Securities and Merrill Lynch. Shelly Dodge holds a 1991 - 1997 Bachelor in Economics & Finance @ The University of Texas at Dallas. With a robust skill set that includes Investments, Financial Planning, Securities, Portfolio Management, Financial Advisory and more, Shelly Dodge contributes valuable insights to the industry. Shelly Dodge has 5 emails and 1 mobile phone number on RocketReach.
5 free lookups per month.
Not the Shelly Dodge you were looking for?
Find contact details for 700 million professionals.
Others Named Shelly Dodge
-
1
-
54
-
12
Top Visionary Financial Group Employees
-
54
How It Works
Get a Free Account
Sign up for a free account. No credit card required. Up to 5
free lookups / month.
Search
Search over 700
million verified professionals across 35 million companies.
Get Contact Info
Get contact details including emails and phone numbers
(business & personal).
G2Crowd Trusted
300K+
Plugin Users
