Lisa Shelton Email & Phone Number | Today’s clients have access to more investment solutions and advise than ever before. Financial markets, solutions and services continuously change and increase in complexity. It can be difficult to navigate these waters alone. Success isn’t determined by the day to day movements of the market. Success is achieved in the process. I believe in a time tested accumulation and wealth creation investment approach. My approach to serving clients and their families has stood the test of time. I have always believed that our health and wealth are the means to the enjoyment of our lives and families. I take to heart the important role I play in helping clients manage their personal and family financial well-being. The trust achieved with my clients is something I work to continue to earn every day. For the past 17 years, I have been providing clients and their families the guidance and solutions to help navigate them through their life events. Whether it was buying their first home, putting their kids through college, retiring or distributing their wealth to the people and charities that are important to them, I have been standing by their side. Knowing you and understanding what your needs are today – and what they will be tomorrow – are key to successful financial management. I truly believe investing can be simple. With a little “invested” time and quality advice, we can all strive to experience financial success. While I have the capabilities to meet the needs of any investor, I have a particular niche serving the needs of business owners and corporate executives. These clients engage us to help simplify their busy lives and grow their wealth so that they can have the financial security to enjoy a confident lifestyle, career and retirement. I would welcome the opportunity to discuss your goals and your current strategy for achieving them. Please contact me at (360) 992-7994 or lisa.shelton@morganstanley.com

Lisa Shelton

Today’s clients have access to more investment solutions and advise than ever before. Financial mar...
Portland, Portland, United States

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Lisa Shelton’s Email lisa.shelton@morganstanley.com

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Lisa Shelton’s Location Portland, Portland, United States

Lisa Shelton’s Current Industry Morgan Stanley Wealth Management

Lisa Shelton’s Prior Industry Advanced Corporate Planning, Raymond James | Expert Realty Associates

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Work Experience

Morgan Stanley Wealth Management

Financial Advisor

1999-08-01 00:00:00 - Present

Advanced Corporate Planning, Raymond James

Executive Assistant

1997-08-01 00:00:00 - 1999-08-01 00:00:00

Expert Realty Associates

Realtor

1996-06-01 00:00:00 - 1997-08-01 00:00:00

Skills

No Skills Available

Languages

No Languages Available

FAQ About Lisa Shelton

Lisa Shelton is located at
Portland, Portland, United States

Lisa Shelton is a Today’s clients have access to more investment solutions and advise than ever before. Financial markets, solutions and services continuously change and increase in complexity. It can be difficult to navigate these waters alone. Success isn’t determined by the day to day movements of the market. Success is achieved in the process. I believe in a time tested accumulation and wealth creation investment approach. My approach to serving clients and their families has stood the test of time. I have always believed that our health and wealth are the means to the enjoyment of our lives and families. I take to heart the important role I play in helping clients manage their personal and family financial well-being. The trust achieved with my clients is something I work to continue to earn every day. For the past 17 years, I have been providing clients and their families the guidance and solutions to help navigate them through their life events. Whether it was buying their first home, putting their kids through college, retiring or distributing their wealth to the people and charities that are important to them, I have been standing by their side. Knowing you and understanding what your needs are today – and what they will be tomorrow – are key to successful financial management. I truly believe investing can be simple. With a little “invested” time and quality advice, we can all strive to experience financial success. While I have the capabilities to meet the needs of any investor, I have a particular niche serving the needs of business owners and corporate executives. These clients engage us to help simplify their busy lives and grow their wealth so that they can have the financial security to enjoy a confident lifestyle, career and retirement. I would welcome the opportunity to discuss your goals and your current strategy for achieving them. Please contact me at (360) 992-7994 or lisa.shelton@morganstanley.com

Lisa Shelton currently works in the Morgan Stanley Wealth Management |

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Lisa Shelton has prior
experience in the following industries:
Advanced Corporate Planning, Raymond James | Expert Realty Associates

Lisa Shelton has the following professional experience:
Morgan Stanley Wealth Management | Advanced Corporate Planning, Raymond James | Expert Realty Associates