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Shellie Kurek Peters, Cfp®, Chfc®, Cap® Email & Phone Number
Principal and Senior Wealth Advisor
at
The Colony Group
1 work email found
@thecolonygroup.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Principal and Senior Wealth Advisor
Location
Washington DC-Baltimore Area, United States, United States
Who is Shellie Kurek Peters, Cfp®, Chfc®, Cap®? Overview
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Quick answer
Shellie Kurek Peters, Cfp®, Chfc®, Cap® is listed as Principal and Senior Wealth Advisor at The Colony Group, based in Washington DC-Baltimore Area, United States, United States. AeroLeads shows a work email signal at thecolonygroup.com and a matched LinkedIn profile for Shellie Kurek Peters, Cfp®, Chfc®, Cap®.
Shellie Kurek Peters, Cfp®, Chfc®, Cap® previously worked as Principal & Senior Wealth Advisor at The Colony Group and Senior Wealth Advisor at The Colony Group. Shellie Kurek Peters, Cfp®, Chfc®, Cap® holds Ba, International from Saint John Fisher College.
Company email context
Email format at The Colony Group
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*@thecolonygroup.com
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AeroLeads found 1 current-domain work email signal for Shellie Kurek Peters, Cfp®, Chfc®, Cap®. Compare company email patterns before reaching out.
Profile bio
About Shellie Kurek Peters, Cfp®, Chfc®, Cap®
I am privileged to work with some of the wealthiest individuals and families in the world (and by wealthy it’s not always just about money you know!). Money is one of our means to access what we want out of life and can be a powerful translation of value. I work alongside our clients to build and sustain financial structures and plans that reflect who they are and what they wish to achieve. Of course we utilize traditional investments, as well as non-traditional and alternative means within the design. Our team works hard to find the best in class providers to partner with our clients on many levels of solutions including legal, accounting, business, insurance and philanthropic planning.We continue the Bridgewater legacy as we merge with The Colony Group as two decades-old firms comprised of some of the best financial minds (and hearts!) in the industry have joined to become a national presence. I invite you to come experience how we can work with you to create a more easeful and meaningful structure for your financial well-being.The Colony Group team acts as our clients’ personal advocate along their personal and professional journeys, empowering them to live a life filled with meaning. We are a solutions-oriented financial advisory firm with a team of experienced professionals, including financial planners, analysts, portfolio managers, accountants, and attorneys, who are equipped to address all of our clients’ financial needs, from asset allocation and investment management to tax, estate, and retirement planning, charitable giving, risk management, and more.
Listed skills include Plannning, Philanthropy, Strategic Financial Planning, Asset Allocation, and 39 others.
Current workplace
Shellie Kurek Peters, Cfp®, Chfc®, Cap®'s current company
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11 roles · 32 years
Shellie Kurek Peters, Cfp®, Chfc®, Cap® work experience
A career timeline built from the work history available for this profile.
Principal & Senior Wealth Advisor
Current
The Colony Group
I am privileged to work with some of the wealthiest individuals and families in the world (and by wealthy it’s not always just about money you know!). Money is often a conduit to the things we want in life and can be a powerful translation of value. I work alongside our clients to build and sustain financial structures and plans that reflect who they are.
Apr 2019 - Present
Senior Wealth Advisor
Current
The Colony Group
Jan 2018 - Present
Senior Advisor & Director Of Financial Planning
As a Senior Advisor at Bridgewater, I am responsible for bringing creative solutions to sophisticated clients so they can achieve their goals in a comprehensive and thoughtful way. And as the Director of Financial Planning, I am responsible for developing what we believe is a best-in-class financial planning capability and sharing it with my fellow.
Apr 2013 - Jan 2018
Vice President, Financial Planning
Wilmington Trust provides Wealth Advisory services through a comprehensive array of personal trust, financial planning, fiduciary, asset management, and family office services that help high-net-worth individuals and families grow, preserve, and transfer wealth. Wilmington Trust focuses on serving families with whom it can build long-term relationships.
Jul 2010 - Jan 2013
Independent (Relocating)
On Sabbatical
Apr 2009 - Jul 2010
Senior Consultant, Manager, Family Wealth Management
Custom, objective financial planning including investment management services with a specific focus on family wealth planning, multi generational and charitable planning. We specialize in offering complete solutions for our clients including individual and business tax planning/preparation for ultra-high net worth individuals and families. Our work for.
Sep 2005 - Apr 2009
Vice-President
Etfidea, Llc
Portfolio Management Services and fee only financial planning servicesAffiliated entity Diversified Capital Management, LLC offers product "shopping" and implementation services to clients requesting such services (stocks, bonds, mutual funds, life insurance, long term care insurance, retirement plans, disability insurance etc.). Products offered through.
Jan 2002 - Dec 2004
Financial Consultant
Formerly Tucker Anthony, the Syracuse office was focused on integrating into RBC culturally and adopting Financial Planning methodologies.
2001 - 2002
~1 yr
Financial Planning
1999 - 2001
~2 yrs
Director
1994 - 1999
~5 yrs
1 education record
Shellie Kurek Peters, Cfp®, Chfc®, Cap® education
FAQ
Frequently asked questions about Shellie Kurek Peters, Cfp®, Chfc®, Cap®
Quick answers generated from the profile data available on this page.
What company does Shellie Kurek Peters, Cfp®, Chfc®, Cap® work for?
Shellie Kurek Peters, Cfp®, Chfc®, Cap® works for The Colony Group.
What is Shellie Kurek Peters, Cfp®, Chfc®, Cap®'s role at The Colony Group?
Shellie Kurek Peters, Cfp®, Chfc®, Cap® is listed as Principal and Senior Wealth Advisor at The Colony Group.
What is Shellie Kurek Peters, Cfp®, Chfc®, Cap®'s email address?
AeroLeads has found 1 work email signal at @thecolonygroup.com for Shellie Kurek Peters, Cfp®, Chfc®, Cap® at The Colony Group.
Where is Shellie Kurek Peters, Cfp®, Chfc®, Cap® based?
Shellie Kurek Peters, Cfp®, Chfc®, Cap® is based in Washington DC-Baltimore Area, United States, United States while working with The Colony Group.
What companies has Shellie Kurek Peters, Cfp®, Chfc®, Cap® worked for?
Shellie Kurek Peters, Cfp®, Chfc®, Cap® has worked for The Colony Group, Bridgewater Wealth & Financial Management, Wilmington Trust, On Sabbatical, and Deloitte Investment Advisory.
How can I contact Shellie Kurek Peters, Cfp®, Chfc®, Cap®?
You can use AeroLeads to view verified contact signals for Shellie Kurek Peters, Cfp®, Chfc®, Cap® at The Colony Group, including work email, phone, and LinkedIn data when available.
What schools did Shellie Kurek Peters, Cfp®, Chfc®, Cap® attend?
Shellie Kurek Peters, Cfp®, Chfc®, Cap® holds Ba, International from Saint John Fisher College.
What skills is Shellie Kurek Peters, Cfp®, Chfc®, Cap® known for?
Shellie Kurek Peters, Cfp®, Chfc®, Cap® is listed with skills including Plannning, Philanthropy, Strategic Financial Planning, Asset Allocation, Retirement Planning, Estate Planning, Portfolio Management, and Financial Planners.
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