Shelley L. Maxted Email & Phone Number

With 30 years of experience managing investment portfolios for individuals and organizations, I have learned that my client is best served when I work diligently to understand the client's financial and lifestyle goals, objectives and constraints. This understanding comes from asking questions, maintaining contact and inviting open communication.By coordinating strategies with my client's tax, legal, and other trusted advisors, I seek to create and manage meaningful investment programs. I avoid a "one size fits all" approach to portfolio construction because standardized portfolios may marginalize the importance of the client's unique goals, needs and opportunities.I earned my bachelor's degree in Finance from Oklahoma Baptist University and my master's degree in Finance from Boston University. In addition to these degrees, I hold the designation of Chartered Financial Analyst (CFA®) and Chartered Advisor in Philanthropy® (CAP®). I have served as an adjunct professor at Oklahoma City University and Oklahoma Baptist University. I have also served as an instructor at Graduate School of Banking and Texas Bankers Association Trust School. I am involved in the community and currently serve on the Board of Trustees and Investment Committee of the Oklahoma City Community Foundation and the Board and Governance Committee of OK Humane Society.Focus: High net worth family wealth management, insurance company capital management, non-profit endowment management. This information is intended for use by residents of AR, AZ, CA, DE, GA, LA, MD, ME, MS, OH, OK, TN, TX, and WA only./*********/Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC, a registered broker-dealer and a separate non-bank affiliate of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.Opinions and comments expressed by Social Network Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm. Additional guidelines can be found on www.wellsfargoadvisors.com/social.