Shellie Kurek Peters, CFP®, ChFC®, CAP®

Experience

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  Prudential

  Jan 1994 - Jan 1999

  Director
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  Prudential Financial

  Jan 1999 - Jan 2001

  Financial Planning
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  RBC Dain Rauscher

  Jan 2001 - Jan 2002

  Financial Consultant

  Formerly Tucker Anthony, the Syracuse office was focused on integrating into RBC culturally and adopting Financial Planning methodologies.

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  ETFidea, LLC

  Jan 2002 - Dec 2004

  Vice-President

  Portfolio Management Services and fee only financial planning servicesAffiliated entity Diversified Capital Management, LLC offers product "shopping" and implementation services to clients requesting such services (stocks, bonds, mutual funds, life insurance, long term care insurance, retirement plans, disability insurance etc.). Products offered through broker/dealer Cadaret, Grant & Co., Inc. member NASD, SIPC.

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  Deloitte Investment Advisory

  Sept 2005 - Apr 2009

  Senior Consultant, Manager, Family Wealth Management

  Custom, objective financial planning including investment management services with a specific focus on family wealth planning, multi generational and charitable planning. We specialize in offering complete solutions for our clients including individual and business tax planning/preparation for ultra-high net worth individuals and families. Our work for clients typically is inclusive of estate planning document review and advisement, retirement projections/distribution planning, education planning, tax planning, settlement planning, asset allocation, insurance review and consulting, security selection guidance, investment manager selection and monitoring services. We are one of the few firms uniquely qualified to provide a fully outsourced platform for family offices. Show less

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  On Sabbatical

  Apr 2009 - Jul 2010

  Independent (relocating)
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  Wilmington Trust

  Jul 2010 - Jan 2013

  Vice President, Financial Planning

  Wilmington Trust provides Wealth Advisory services through a comprehensive array of personal trust, financial planning, fiduciary, asset management, and family office services that help high-net-worth individuals and families grow, preserve, and transfer wealth. Wilmington Trust focuses on serving families with whom it can build long-term relationships, many of which span multiple generations.

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  Bridgewater Wealth & Financial Management

  Apr 2013 - Jan 2018

  Senior Advisor & Director of Financial Planning

  As a Senior Advisor at Bridgewater, I am responsible for bringing creative solutions to sophisticated clients so they can achieve their goals in a comprehensive and thoughtful way. And as the Director of Financial Planning, I am responsible for developing what we believe is a best-in-class financial planning capability and sharing it with my fellow advisors for the benefit of our clients. Our independent wealth management firm has been designed to deliver a family office experience tailored to each and every client. At Bridgewater Wealth & Financial Management, helping you manage your wealth and finances is the work we do. Establishing trust, confidence, and lasting relationships—well, those are privileges we strive to earn.We have the knowledge, experience and insight to service all your financial needs. You can depend on us as a central resource for comprehensive financial services—Investment Advisory, Tax Advisory and Financial Management for Individuals and Businesses.We seek to gain your confidence by remaining transparent, independent and unbiased. We are never paid any commissions, nor do we sell proprietary financial products. It’s always in our best interest to act in yours. Whether you choose some or all of what we have to offer, you can always count on Bridgewater for impartial advice, impeccable service, and investment results. Show less

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  The Colony Group

  Jan 2018 - now

  I am privileged to work with some of the wealthiest individuals and families in the world (and by wealthy it’s not always just about money you know!). Money is often a conduit to the things we want in life and can be a powerful translation of value. I work alongside our clients to build and sustain financial structures and plans that reflect who they are and what they wish to achieve. Of course we utilize traditional investments, as well as non-traditional and alternative means within the design. Our team works hard to find the best in class providers to partner with our clients on many levels of solutions including legal, accounting, business, insurance and philanthropic planning.We continue the Bridgewater legacy as we merge with The Colony Group as two decades-old firms, comprised of some of the best financial minds (and hearts!) in the industry, have joined to become a national presence. I invite you to come experience how we can work with you to create a more easeful and meaningful structure for your financial well-being.The Colony Group team acts as our clients’ personal advocate along their personal and professional journeys, empowering them to live a life filled with meaning. We are a solutions-oriented financial advisory firm with a team of experienced professionals, including financial planners, analysts, portfolio managers, accountants, and attorneys, who are equipped to address all of our clients’ financial needs, from asset allocation and investment management to tax, estate, and retirement planning, charitable giving, risk management, and more. Show less

  • Principal & Senior Wealth Advisor

    Apr 2019 - now

  • Senior Wealth Advisor

    Jan 2018 - now