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Shyla B
Series 63, Series 65
Phoenix, AZ
17 Capital Partners, LLC
Shyla Bassey is a financial advisor with 3 years of industry experience, currently affiliated with 17 Capital Partners, LLC. She holds Series 63 and Series 65 designations and has worked at Pearl Capital Management since 2024. Outside of her advisory work, she operates Bassey Solutions LLC, providing credit education and restoration consultation services, and has developed a digital marketing course aimed at brand growth. 17 Capital Partners provides financial planning and discretionary investment management to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm utilizes a diverse investment process incorporating fundamental, technical, cyclical, and quantitative analysis within a Modern Portfolio Theory allocation framework.
Erin O
Series 66, Series 63
Phoenix, AZ
17 Capital Partners, LLC
Erin O'Shea is a financial advisor at 17 Capital Partners, LLC in Phoenix, AZ, holding Series 63 and Series 66 licenses with one year of industry experience. Prior to joining 17 Capital Partners, Erin worked at Vanguard Marketing Corporation and The Vanguard Group, Inc. She has also held roles outside the financial industry, including positions at ThredUp, Seed Spot, and GoDaddy. 17 Capital Partners provides financial planning and discretionary investment management to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a multi-disciplinary investment process incorporating fundamental, technical, cyclical, and quantitative analysis, along with a variety of portfolio strategies such as long- and short-term trading, options, and allocations to multiple asset classes.
Teresa M
Series 66
Phoenix, AZ
17 Capital Partners, LLC
Teresa Milner is a financial advisor with 16 years of industry experience, currently with 17 Capital Partners, LLC. She holds the Series 66 designation and has previously worked at Parallel Advisors, LLC and Carson Wealth Management Group. Outside of her advisory role, Ms. Milner is a Certified Divorce Financial Analyst and works as an independent contractor providing financial consulting in divorce cases. She also serves as Treasurer on the Board for Collaborative Professionals of Phoenix and is a Member at Large on the board of the Maricopa County Association of Family Mediators. 17 Capital Partners provides financial planning and discretionary investment management to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a multi-faceted investment process that includes technical and fundamental analysis within a Modern Portfolio Theory framework, offering a range of strategies and access to various investment vehicles.
Jenna B
Series 66
Phoenix, AZ
17 Capital Partners, LLC
Jenna Biancavilla is a financial advisor with 16 years of industry experience, currently affiliated with 17 Capital Partners, LLC. She holds a Series 66 designation and has worked at 17 Capital Partners since 2016. In addition to her advisory role, Biancavilla is a licensed mortgage loan originator and producing branch manager at Geneva Financial and owns Pearl Companies, LLC, which provides educational seminars, online courses, and operates a temporary employment agency. 17 Capital Partners offers financial planning and discretionary investment management services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a multi-faceted investment process combining charting, fundamental, technical, cyclical, and quantitative analysis with an allocation framework based on Modern Portfolio Theory.
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