Shelly Dodge

Experience

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  Southwest Securities

  Jun 1986 - Jun 1987

  Securities Processor

  Handled a variety of tasks including physical delivery of stock certificates, DVP trades and other stock transaction related functions.

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  Piper Jaffray

  Jun 1987 - May 1988

  Securities Processor

  Handled a variety of tasks including physical delivery of stock certificates, DVP trades and other stock transaction related functions.

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  Chase/Bank One

  May 1988 - Apr 1990

  Securities Processor

  Balanced all incoming interest payments with accounts where bonds were held and researched and corrected discrepancies monthly.

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  Bank of America

  Apr 1990 - Jun 1995

  Trust Officer

  I assisted and later managed the assets of high net-worth trust and estate clientele, gaining extensive experience in stocks and bonds, real estate, oil and gas, and other forms of investment vehicles. Broadened knowledge in all areas of asset management. During this time, I was also the liaison for the computer programmers as we were converting accounts from one back office system to another.

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  Merrill Lynch

  Jun 1995 - Jul 2001

  Trust Officer

  Managed the assets of high net-worth trust and estate clientele - stocks and bonds, real estate, oil and gas, and other forms of investment vehicles. Broadened knowledge in all areas of asset management. During this time I was also the lead contact for all compliance issues for the local team.

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  Southwest Securities

  Jul 2001 - May 2005

  Investment Adviser

  I headed up the Investment area at Southwest Bank and managed investment accounts utilizing SWS Financial as the Broker/Dealer (now known as Hilltop Securities). I deepened my knowledge of the world of investments and learned what it meant to really put the customer first.

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  Southwest Bank

  Jul 2001 - Jul 2012

  Vice President & Investment Adviser

  As Vice President, I managed trust accounts and headed up the Business Development team in the Fort Worth office. As the Investment Adviser, I managed client's accounts. While a Southwest Bank, I managed accounts using SWS Financial and later NEXT Financial as our Broker/Dealer.

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  NEXT Financial Group

  May 2005 - now

  Investment Adviser Representative

  Independent investment advisor with NEXT Financial (an Atria company), a network of some of the industry’s leading representatives, assisting clients toward realizing their financial goals. Representatives do not receive incentives to sell one product over another, and are, therefore, completely independent to recommend investment opportunities appropriate to their clients' investment goals, objectives, and risk tolerance level.

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  Visionary Financial by Shelly Dodge

  Jul 2012 - now

  President

  Visionary Financial is an independent investment management firm. We work solely for our clients, providing financial planning and investment management services combined with a faithful commitment to our clients. Our mission is to build long-term relationships and make a positive difference in the lives of the people we serve. We are committed to relationships built on trust, integrity, and honesty and are free of conflicts of interest, allowing us to focus on our clients' needs.Securities and investment advisory services are offered through NEXT Financial Group (part of the Atria Wealth family), Member FINRA/SIPC, and an Investment Advisor registered with the U.S. Securities and Exchange Commission. To view NEXT Financial Group’s privacy policy and other important information, visit the “Customers” section of http://www.nextfinancial.com/index.php/customers. Visionary Financial Group, Inc. is not an affiliate of NEXT Financial Group. Show less