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Shannon Waggy Shelton

Fifth Third Wealth Advisors LLC

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About Shannon Waggy Shelton

Shannon Waggy Shelton is a financial advisor who specializes in providing financial planning, portfolio management, and selection of other advisors to individuals, high-net-worth individuals, businesses, corporations, charitable organizations, and pension and profit-sharing plans. Shannon has been working in the industry since 2011 and is currently registered with Fifth Third Wealth Advisors LLC. In the past, Shannon worked for WELLS FARGO ADVISORS, LLC. Shannon is a Series 63 and 65 licensed advisor. Shannon has a total of 289 clients and manages $571,665,625 in assets.

Firm Information

Shannon Shelton is currently registered with Fifth Third Wealth Advisors LLC. Fifth Third Wealth Advisors LLC is a Cincinnati, OH-based wealth management firm that manages $571,665,625 in regulatory assets across 389 accounts. The firm provides financial planning, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. They serve high-net-worth individuals, charitable organizations, pooled investment vehicles, corporations or other businesses, individuals other than high-net-worth, and pension and profit-sharing plans.
Fifth Third Wealth Advisors LLC

38 FOUNTAIN SQUARE PLAZA

CINCINNATI, OH 45263

$571.67M

Assets Under Management

Not reported

Total Clients

44

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Shannon Shelton’s Registration & Firm History

NC

08/29/2024 - Present

Fifth Third Wealth Advisors LLC (Charlotte NC)

NC

07/02/2012 - 08/28/2012

WELLS FARGO ADVISORS, LLC (KING NC)

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Licenses & Designations

IA

Issued 08/13/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/11/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/29/2012

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Shannon Waggy Shelton.
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