The Team

B. P. Shelley & Associates

Putting clients first; it’s what we do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

· “Unbiased, puts my interest first”

· “Explains things in understandable terms”

· “Understands me and shares my values”

We’re proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is our priority. We offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.


Our Advisors

Barry Shelley

Barry Shelley

Private Wealth Advisor

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Designations

CFP®, CLU®, ChFC®, CASL®, MSFS

Top Areas of Focus

  • Retirement Planning Strategies
  • Estate Planning Strategies

Education

Bachelor of Fine Arts, University of Cincinnati, 1978., Master of Science in Financial Services, The American College, 2007.

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Bradley Shelley

Bradley Shelley

Financial Advisor

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Designations

CFP®

Top Areas of Focus

  • Investment Management
  • Saving for Education
  • Retirement Planning Strategies

Education

Bachelor of Arts, Johnson University 2011

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Our Staff

Barbara A. Shelley

Administrative Assistant

Ellen V. Parent

Paraplanner

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Qualifications

  • Bachelor of Business Administration, Finance, Cleary University, Ann Arbor, Michigan.