Shelby Buchanan Constantine
Advisor at Merrill — Huntsville, AL
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
3 years
Location
Huntsville, AL 35802
Merrill
Institution
Shelby Constantine is a Financial Advisor with Merrill Lynch Wealth Management. She focuses on helping individuals and families clarify their financial priorities and build strategies that support their goals throughout various life stages.
Her expertise includes college education planning, family wealth management, retirement income and personal retirement planning, legacy planning, tax minimization, as well as services and consulting for defined benefit and contribution plans. Shelby works with clients ranging from young professionals to retirees, emphasizing thoughtful, goal-focused strategies that evolve with clients' changing needs.
Shelby holds a Bachelor's Degree from Troy University and is a Personal Investment Advisor (PIA). She enjoys dancing, playing pickleball, running, spending time with her family, and traveling. As a native of Huntsville, she values building long-term relationships within her community.
Based on Merrill
SEC-reported: Commissions on certain transactions, including foreign securities and fixed income; mark-ups, markdowns and dealer spreads may apply to some trades.
Huntsville, AL
4725 Whitesburg Dr SE
Huntsville AL 35802
Advisors at this office
20
Alabama · Texas
3 years of industry experience
Bank of America, N.A
2025 - Present • 1 year
Huntsville, AL
Merrill
2024 - Present • 2 years
Huntsville, AL
WG Financial Group
2024 - 2024 • 1 year
Huntsville, AL
AE Wealth Management, LLC
2024 - 2024 • 1 year
Topeka, KS
Morgan Stanley
2022 - 2024 • 2 years
Huntsville, AL
Elitaire Boutique
2022 - 2023 • 1 year
Huntsville, AL
Tile and Stone Market
2022 - Present • 4 years
Huntsville, AL
Lake Bryn Mawr Camp
2021 - 2021 • 1 year
Honesdale, PA
Pure Barre
2021 - 2022 • 1 year
Madison, AL
RPM Wholesale
2020 - 2021 • 1 year
Huntsville, AL
Soles Dance Center
2020 - Present • 6 years
Huntsville, AL
Echo Nutrition
2020 - 2020 • 1 year
Troy, AL
Troy University
2016 - 2020 • 4 years
Troy, AL
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
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