153 Limberlost Dr, NC Office

Shelli Green is a Senior Financial Advisor with Merrill Lynch Wealth Management, a position she has held since 2001. She specializes in developing goals-based strategies tailored for retirees and their families, assisting clients in pursuing both short and long-term financial objectives. Shelli and her team employ a Goals Based Wealth Management approach, which considers clients' experiences with wealth alongside their personal situations and aspirations to create comprehensive financial strategies. Shelli holds the Chartered Retirement Planning Counselor (CRPC) designation and serves as a Senior Portfolio Advisor, managing custom investment strategies on a discretionary basis. She earned her Bachelor's degree from the University of Florida with a focus on Finance and Economics. Shelli's professional practice emphasizes building enduring relationships with individuals and families, delivering personal service with meticulous attention to detail. In addition to her financial advisory work, Shelli is active in her community through volunteering with organizations such as the Peace River Botanical & Sculpture Gardens and the United Way chapters of Charlotte and Lee Counties. Her personal interests include antiquing, boating, cooking, drawing/sketching, gardening, interior decorating, knitting/crocheting, painting, skiing, and traveling.