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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Clifford Shelbourne is a financial advisor currently registered with Woodley Farra in Indianapolis, Indiana. John has been in the financial services industry since January 2014 and has been with Woodley Farra Manion since September 2019. John has a background in investment management and holds the Chartered Financial Analyst designation. The firm provides portfolio management services for individuals and businesses. John has 771 high-net-worth individual clients, 550 individuals other than high-net-worth, 48 charitable organizations, and 5 pension and profit-sharing plans. John specializes in retirement planning and estate planning.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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02/14/2023 - Present
Woodley Farra (INDIANAPOLIS IN)
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Inactive
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