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Shelley L. Nadel, CFP®, ADPA®, CLTC®, LUTCF

Who We Are

Shelley L. Nadel, CFP®, ADPA®, CLTC®, LUTCF

Shelley is a CERTIFIED FINANCIAL PLANNER™ professional whose passion is on helping professional women and their families, as well as small business owners, apply the same excellence to their personal finances that they employ every day in their job.  She offers her  clients sophisticated and comprehensive planning services, allowing her to address all their money-related concerns, including retirement accumulation and income, estate management, insurance, long-term care, college funding, philanthropy, and business succession. 

Shelley's practice offers the following valuable services:

  • Comprehensive Financial Planning
  • Financial Coaching
  • Investment Management
  • Insurance Strategies

Volunteering is in Shelley’s DNA, and she has provided nonprofit leadership for over 40 years.  Recent positions include:

  • Chair, Women’s Business Alliance of the Greater Houston Partnership;
  • Chair, 20th Anniversary of the Women’s Energy Network (WEN);
  • Board Member, Junior Achievement of Brazoria County;
  • President, Energy Institute High School PTO;
  • Board Member, Congregation Brith Shalom Sisterhood;
  • Apple Corps Leader, Houston Food Bank; and
  • Singer, Bayou City Women’s Chorus and Brith Shalom Choir. 

Shelley also mentors young women from WEN and the University of Houston.

She graduated from St. John’s School, has her Bachelor of Arts from Dartmouth College, and her Master of Public Affairs from the LBJ School of Public Affairs.  In addition to being a CFP® professional, Shelley has her Series 7 and 66 securities registrations.  She also has specialized expertise in insurance, long term care planning, and financial strategies for same-sex couples.

Shelley is a native Houstonian with three college age children and recently celebrated her 25th wedding anniversary. 


 

Sonya Kelly

Sonya Kelly joined Financial Success Strategies in July, 2017.  She is responsible for office management, account administration, and client relations.  Sonya’s professional experience spans the globe, from an oil business in the United Kingdom to managing a horse ranch in Bellville, TX.    

Born in Scotland, Sonya moved to the United States in 2001.  She loves to spend time with her three children, driving fast cars with her husband, and attending Zumba classes and festival concerts with her friends.  She also enjoys travel, loves Mexican food, and is a huge fan of the theatre.  She and Shelley love the Lion King!

Sonya Kelly is not affiliated with FSC Securities Corporation.

 
 
 

Out of the Box Strategies for Financial Success

IMPORTANT DISCLOSURES

Securities and investment advisory services offered through FSC Securities Corporation, member FINRA/SIPC. Financial Success Strategies is a marketing name.

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